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WOC Balanced Hybrid Fund
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.70 | 7.15 | 1.61 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.24 | 7.33 | 1.67 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 50+50 - Moderate Index |
About Balanced Hybrid Fund
Balanced Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Peers & Comparison
HybridBalanced Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| WOC Balanced Hybrid Fund | 18.02% | — | 22.25% |
| 360 ONE Balanced Hybrid Fund | 18.30% | — | 20.16% |
Price Comparison
Compare WOC Balanced Hybrid Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.09 %
Holdings
3.60 %
0.09 % - ICICI Bank Ltd3M change : 0.32 %
Holdings
3.15 %
0.32 % - Zomato Ltd3M change : 0.15 %
Holdings
2.08 %
0.15 %
AMC Profile
The White Oak Capital group provides investment management and advisory services for Indian equity, underpinned by strong investment values that aim to deliver tangible results for all stakeholders over the long-term. Besides segregated managed accounts for leading global institutions, White Oak offers investment services through a wide array of fund vehicles domiciled in India, Ireland, Mauritius, and the UK to individual and institutional investors in India and worldwide.
No.of Schemes
17
Total AUM
₹ 15,507.98 Cr.
Fund Manager Profile
Ramesh Mantri
AUM: ₹14,243.57 Cr.
|
Exp: 18yrs
Piyush Baranwal
AUM: ₹15,507.98 Cr.
|
Exp: 6yrs
Trupti Agrawal
AUM: ₹13,495.21 Cr.
|
Exp: 10yrs
Dheeresh Pathak
AUM: ₹14,802.72 Cr.
|
Exp: 16yrs
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%