WhiteOak Capital Balanced Hybrid Fund – Direct Growth
100
Min SIP
500
Min Lumpsum
0.6 %
Expense Ratio
Rating
66
Fund Size (in Cr)
54 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 5.4% | ||||
| Category Average | 12.7% | 16.7% | 15.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
0.09
Alpha
0.22
SD
0.38
Beta
0.75
Sharpe
Exit Load
| Exit Load | In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment. |
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Fund Objective
The investment objective of the Scheme is to provide long term capital appreciation and generate income by investing in a balanced portfolio of equity & equity related instruments and debt & money market securities. However, there is no assurance that the investment objective of the Scheme will be realized.
Fund Managers
Ramesh Mantri
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Aggressive Hybrid .
-
- 26,182
-
22.3%Fund Size - 26,182
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27.4%Fund Size - 26,182
-
19.8%Fund Size - 26,182
-
- Hybrid .
- Aggressive Hybrid .
-
- 4,736
-
19.4%Fund Size - 4,736
-
20.8%Fund Size - 4,736
-
15.3%Fund Size - 4,736
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,006
-
18.3%Fund Size - 3,006
-
20.1%Fund Size - 3,006
-
10.9%Fund Size - 3,006
-
- Hybrid .
- Aggressive Hybrid .
-
- 1,465
-
16.2%Fund Size - 1,465
-
17.3%Fund Size - 1,465
-
15.1%Fund Size - 1,465
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,313
-
10.8%Fund Size - 3,313
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16.9%Fund Size - 3,313
-
13.5%Fund Size - 3,313
AMC Contact Details
WhiteOak Capital Mutual Fund
AUM:
4,199 Cr
Address:
Unit No. B4, 6th Floor, Cnergy,
Appasaheb Marathe Marg,
Prabhadevi, Mumbai-400025
Contact:
+91(22)69187607
Email ID:
Clientservice@whiteoakamc.com
Frequently Asked Questions
How to invest in WhiteOak Capital Balanced Hybrid Fund – Direct Growth ?
You can invest in WhiteOak Capital Balanced Hybrid Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for WhiteOak Capital Balanced Hybrid Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of WhiteOak Capital Balanced Hybrid Fund – Direct Growth ?
The NAV of WhiteOak Capital Balanced Hybrid Fund – Direct Growth is ₹10.5 as of 06 December 2023.
How to redeem WhiteOak Capital Balanced Hybrid Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of WhiteOak Capital Balanced Hybrid Fund – Direct Growth?
The minimum SIP amount of WhiteOak Capital Balanced Hybrid Fund – Direct Growth is ₹100
How can I redeem my investments in WhiteOak Capital Balanced Hybrid Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select WhiteOak Capital Balanced Hybrid Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select WhiteOak Capital Balanced Hybrid Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have WhiteOak Capital Balanced Hybrid Fund – Direct Growth generated ?
The WhiteOak Capital Balanced Hybrid Fund – Direct Growth has delivered 5.4% since inception
What is the expense ratio of WhiteOak Capital Balanced Hybrid Fund – Direct Growth ?
The expense ratio of WhiteOak Capital Balanced Hybrid Fund – Direct Growth is 0.6 % as of 06 December 2023.
What is the AUM of WhiteOak Capital Balanced Hybrid Fund – Direct Growth?
The AUM of WhiteOak Capital Balanced Hybrid Fund – Direct Growth is ₹4,199 Cr as of 06 December 2023
What are the top stock holdings of WhiteOak Capital Balanced Hybrid Fund – Direct Growth?
The top stock holdings of WhiteOak Capital Balanced Hybrid Fund – Direct Growth are
- ICICI Bank - 4.36%
- HDFC Bank - 3.79%
- Nestle India - 2.67%
- Titan Company - 2.11%
- Maruti Suzuki - 1.39%
Can I make investments in both the SIP and Lump Sum schemes of WhiteOak Capital Balanced Hybrid Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of WhiteOak Capital Balanced Hybrid Fund – Direct Growth based on your investment objective and risk tolerance.