WhiteOak Capital Balanced Hybrid Fund Regular IDCW-Reinvestment | WhiteOak Capital Balanced Hybrid Fund NAV Today [0.00], Performance & History

Hybrid Balanced Hybrid Regular

1 Year Absolute Returns

0.00%

NAV (₹) on

0.00

1 Day NAV Change

0.00%

Risk Level

Very High Risk

Rating

WhiteOak Capital Balanced Hybrid Fund is a Equity mutual fund categorized under Hybrid, offered by WhiteOak Capital Asset Management Ltd.. Launched on 05 Oct 2023, investors can start with a lumpsum ... Read more

NAV History

Fund Details

Min. SIP Amount

N/A

Inception Date

05 Oct 2023

Min. Lumpsum Amount

₹ 500

Fund Age

3 Yrs

AUM

₹ 292.85 Cr.

Benchmark

CRISIL Hybrid 50 + 50 - Moderate Index

Expense Ratio

2.26%

Scheme Type

Open Ended

Exit Load

Nil%

Returns

	Annualised returns
	9M	1Y	2Y	3Y
Fund returns	-	-	-	-
Category returns	2.14%	2.98%	8.10%	23.08%

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 ... Read more

AMC Details

Name

WhiteOak Capital Asset Management Ltd.

Date of Incorporation

03 Jul 2018

CEO

Mr. Aashish P Somaiyaa

CIO

Mr. Ramesh Mantri

Type

Pvt.Sector-Indian

Address

Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai, Maharashtra, India - 400025

Website

https://mf.whiteoakamc.com

[email protected]

Top Funds from Hybrid - Balanced

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
WhiteOak Capital Balanced Hybrid Fund - Direct Plan Hybrid Direct	₹13.99	2.74%	38.81%	0.00%	₹293	0.71%	Very High
360 ONE Balanced Hybrid Fund - Direct Plan Hybrid Direct	₹13.79	3.84%	38.10%	0.00%	₹664	0.62%	Moderately High
360 ONE Balanced Hybrid Fund - Direct Plan Hybrid Direct	₹13.79	3.84%	38.10%	0.00%	₹664	0.62%	Moderately High
360 ONE Balanced Hybrid Fund - Direct Plan Hybrid Direct	₹13.79	3.84%	38.10%	0.00%	₹664	0.62%	Moderately High
WhiteOak Capital Balanced Hybrid Fund Hybrid Regular	₹13.37	1.17%	32.68%	0.00%	₹293	2.26%	Very High
360 ONE Balanced Hybrid Fund Hybrid Regular	₹13.16	2.26%	31.99%	0.00%	₹664	2.19%	Moderately High
360 ONE Balanced Hybrid Fund Hybrid Regular	₹13.16	2.26%	31.99%	0.00%	₹664	2.19%	Moderately High
360 ONE Balanced Hybrid Fund Hybrid Regular	₹13.16	2.26%	31.99%	0.00%	₹664	2.19%	Moderately High
360 ONE Balanced Hybrid Fund Hybrid Regular	₹13.16	2.26%	31.99%	0.00%	₹664	2.19%	Moderately High
ICICI Prudential Balanced Hybrid Fund Hybrid Regular	₹9.98	0.00%	0.00%	0.00%	₹219	2.55%	High

Top Funds from WhiteOak Capital Asset Management Ltd.

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
WhiteOak Capital Mid Cap Fund - Direct Plan Diversified Direct	₹22.97	7.88%	78.80%	0.00%	₹7,540	0.95%	Very High
WhiteOak Capital Mid Cap Fund - Direct Plan Diversified Direct	₹22.97	7.88%	78.80%	0.00%	₹7,540	0.95%	Very High
WhiteOak Capital Mid Cap Fund - Direct Plan Diversified Direct	₹22.97	7.88%	78.80%	0.00%	₹7,540	0.95%	Very High
WhiteOak Capital Mid Cap Fund Diversified Regular	₹21.56	6.49%	71.25%	0.00%	₹7,540	2.26%	Very High
WhiteOak Capital Mid Cap Fund Diversified Regular	₹21.56	6.49%	71.25%	0.00%	₹7,540	2.26%	Very High
WhiteOak Capital Mid Cap Fund Diversified Regular	₹21.56	6.49%	71.25%	0.00%	₹7,540	2.26%	Very High
WhiteOak Capital Multi Cap Fund - Direct Plan Diversified Direct	₹16.84	4.12%	67.60%	0.00%	₹4,308	0.89%	Very High
WhiteOak Capital Multi Cap Fund Diversified Regular	₹16.05	2.71%	60.08%	0.00%	₹4,308	2.22%	Very High
WhiteOak Capital ELSS Tax Saver Fund - Direct Plan ELSS Direct	₹19.33	2.48%	60.03%	0.00%	₹481	0.87%	Very High
WhiteOak Capital ELSS Tax Saver Fund - Direct Plan ELSS Direct	₹19.33	2.48%	60.03%	0.00%	₹481	0.87%	Very High

FAQs

What is the fund size (AUM) of WhiteOak Capital Balanced Hybrid Fund Regular IDCW-Reinvestment?

The Assets Under Management (AUM) of WhiteOak Capital Balanced Hybrid Fund Regular IDCW-Reinvestment is ₹292.85 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the returns of WhiteOak Capital Balanced Hybrid Fund Regular IDCW-Reinvestment?

WhiteOak Capital Balanced Hybrid Fund Regular IDCW-Reinvestment was launched on 05 Oct 2023. As this is a relatively new fund, historical return data for standard periods (1Y, 3Y, 5Y) is not yet available. Please check back later for updated performance metrics.

What is the risk level of WhiteOak Capital Balanced Hybrid Fund Regular IDCW-Reinvestment?

WhiteOak Capital Balanced Hybrid Fund Regular IDCW-Reinvestment has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for WhiteOak Capital Balanced Hybrid Fund Regular IDCW-Reinvestment?

The minimum lumpsum investment required for WhiteOak Capital Balanced Hybrid Fund Regular IDCW-Reinvestment is ₹500. This allows investors to start their mutual fund journey with a manageable amount.

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

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