| Scheme Name | 1Y(%) | 2Y(%) | 3Y(%) | 5Y(%) | 10Y(%) |
|---|---|---|---|---|---|
| WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth | 16.88 | 0 | 0 | 0 | 0 |
| 360 ONE Balanced Hybrid Fund - Regular Plan - Growth | 17.35 | 0 | 0 | 0 | 0 |
| Based On | WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth | BSE India Bond Index | Hybrid: Balanced |
|---|---|---|---|
| CAGR since inception | 20.40% | 8.74% | 19.45% |
| 1 Year | 16.88% | 7.49% | 17.12% |
| 3 Year | 0.00% | 5.99% | 0.00% |
| 5 Year | 0.00% | 7.41% | 0.00% |
| 10 Year | 0.00% | 8.41% | 0.00% |
| Nav / Index Value as on2024-12-22 | 153.88% | 0.00% | 0.00% |
| Sector | Allocation |
|---|---|
| Others | 0.67 |
| Debt | 41.57 |
| Cash & Cash Equivalents | 4.37 |
| Equity | 54.06 |
| Company | Holding |
|---|---|
| INDIAN BANK | 4.45 |
| HDFC BANK LIMITED | 3.6 |
| RURAL ELECTRIFICATION CORPORATION LIMITED | 3.25 |
| PUNJAB NATIONAL BANK | 3.19 |
| ICICI BANK LIMITED | 3.15 |
| ZOMATO LIMITED | 2.08 |
| TATA CONSULTANCY SERVICES LIMITED | 1.76 |
| ICICI SECURITIES LIMITED | 1.74 |
| BHARTI AIRTEL LIMITED | 1.41 |
| LARSEN AND TOUBRO LIMITED | 1.32 |
To calculate the WhiteOak Capital Mutual Fund :
1. Visit https://www.swarajfinpro.com/Calculator-SIP
2. Put the monthly SIP amount.
3. Put the monthly expected returns.
4. Write down the time period of investment.
