WhiteOak Capital Mutual Fund · Hybrid Schemes - Balanced Hybrid Fund
NAV
Path not in current snapshots
n/a
Trailing and rolling reads from daily NAV. Category comparison uses the median of comparable share classes, not an official TRI.
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
No completed or open drawdown episodes in the current snapshots.
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data. It is not a buy or sell score.
Returns
n/a
Vs category
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Consistency
n/a
Risk-adjusted
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Drawdown
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Mean
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Latest scheme mix from Groww, which republishes AMFI monthly disclosures. As of 31 Aug 2026 · 148 holdings · top 10 are 31.4%.
Asset mix
Equity
52.7%
Debt
41.3%
Real estate
3.8%
Cash
2.2%
Sectors
Financial (debt)
46.6%
Financial
35.2%
Technology
16.2%
Consumer Discretionary
12.3%
Industrials
8.8%
Healthy, Monitor, or Review from the quantitative engine. An explanation can only restate this evidence.
Insufficient history