WhiteOak Capital Balanced Hybrid Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Hybrid funds is 0.00% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 5.61% .
The fund currently owns more than 146 stocks.
The top 10 holdings account for 32.24% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 14.45% | 5.18% |
| 2 Year Return | N/A | 14.96% |
| 3 Year Return | N/A | N/A |
| 4 Year Return | N/A | N/A |
| 5 Year Return | N/A | N/A |
| 6 Year Return | N/A | N/A |
| 7 Year Return | N/A | N/A |
| Expense Ratio | 0.54% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
5.61%
|
|
| 2 |
5.14%
|
||
| 3 |
3.40%
|
||
| 4 | Finance - Banks - Private Sector |
3.32%
|
|
| 5 |
3.01%
|
||
| 6 |
2.69%
|
||
| 7 | Communication Services |
2.63%
|
|
| 8 |
2.37%
|
||
| 9 | Real Estate Investment Trusts (REIT) |
2.04%
|
|
| 10 | Food Processing & Packaging |
2.03%
|
|
| 11 | Consumer Discretionary |
1.79%
|
|
| 12 |
1.75%
|
AMC: WHITEOAKCAPITAL
Category: Hybrid • Hybrid
Launch Date: 05 Oct 2023
Fund Manager: Mr. Ramesh Mantri
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Moderate Risk
WhiteOak Capital Balanced Hybrid Fund - Direct Plan is managed by WHITEOAKCAPITAL and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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