WhiteOak Capital Balanced Hybrid Fund – Direct Growth
₹ 100
Min SIP
₹ 500
Min Lumpsum
0.67 %
Expense Ratio
Rating
108
Fund Size (in Cr)
7 Months
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 | - | - | - | 16.4% | ||||
| Category Average | 21.2% | 15% | 15% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
9.49
Alpha
1.27
SD
0.42
Beta
4.51
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(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Balanced Hybrid .
-
- 664
-
-Fund Size - 664
-
-Fund Size - 664
-
-Fund Size - 664
AMC Contact Details
WhiteOak Capital Mutual Fund
AUM:
8,794 Cr
Address:
Unit No. B4, 6th Floor, Cnergy,
Appasaheb Marathe Marg,
Prabhadevi, Mumbai-400025
Contact:
+91(22)69187607
Email ID:
Clientservice@whiteoakamc.com
More Funds from WhiteOak Capital Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Mid Cap .
-
- 1,813
-
53%Fund Size - 1,813
-
-Fund Size - 1,813
-
-Fund Size - 1,813
-
- Equity .
- Flexi Cap .
-
- 3,452
-
40%Fund Size - 3,452
-
-Fund Size - 3,452
-
-Fund Size - 3,452
-
- Debt .
- Overnight .
-
- 14
-
14.7%Fund Size - 14
-
21.7%Fund Size - 14
-
13.9%Fund Size - 14
-
- Debt .
- Ultra Short Duration .
-
- 298
-
7.2%Fund Size - 298
-
5.8%Fund Size - 298
-
-Fund Size - 298
-
- Debt .
- Liquid .
-
- 252
-
7.2%Fund Size - 252
-
5.4%Fund Size - 252
-
5%Fund Size - 252
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,930
-
41.9%Fund Size - 1,930
-
20.5%Fund Size - 1,930
-
19.2%Fund Size - 1,930
-
- Equity .
- Large Cap .
-
- 144
-
48.8%Fund Size - 144
-
22.6%Fund Size - 144
-
19%Fund Size - 144
-
- Equity .
- Large Cap .
-
- 12,830
-
31.6%Fund Size - 12,830
-
17.1%Fund Size - 12,830
-
18.8%Fund Size - 12,830
-
- Equity .
- Large Cap .
-
- 54,904
-
40.4%Fund Size - 54,904
-
21.6%Fund Size - 54,904
-
18.8%Fund Size - 54,904
-
- Equity .
- Large Cap .
-
- 26,137
-
41.3%Fund Size - 26,137
-
25.2%Fund Size - 26,137
-
18.4%Fund Size - 26,137
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 ₹11.5 as of 28 May 2024.
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
What are the top sectors WhiteOak Capital Balanced Hybrid Fund – Direct Growth has invested in?
The top sectors WhiteOak Capital Balanced Hybrid Fund – Direct Growth has invested in are
- Debt - 44.67%
- Banks - 8.51%
- Finance - 4.99%
- IT-Software - 4.17%
- Capital Markets - 3.84%
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.
How much returns have WhiteOak Capital Balanced Hybrid Fund – Direct Growth generated ?
The WhiteOak Capital Balanced Hybrid Fund – Direct Growth has delivered 16.4% 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 0.67 % as of 28 May 2024.
What is the AUM of WhiteOak Capital Balanced Hybrid Fund – Direct Growth?
The AUM of WhiteOak Capital Balanced Hybrid Fund – Direct Growth is ₹8,794 Cr as of 28 May 2024
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
- HDFC Bank - 3.12%
- ICICI Bank - 2.92%
- ICICI Securities - 2.91%
- Nestle India - 2.12%
- Reliance Industr - 1.99%
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.