BSE - Delayed Quote INR

WhiteOak Capital Balanced Advtg Dir Gr (0P0001QD7E.BO)

14.03 -0.08 (-0.58%)
At close: January 10 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return -0.78%
5y Average Return 0.00%
Number of Years Up --
Number of Years Down --
Best 1Y Total Return (Jan 9, 2025) --
Worst 1Y Total Return (Jan 9, 2025) --
Best 3Y Total Return --
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001QD7E.BO
Category
YTD
18.64%
0.00%
1-Month
1.49%
0.00%
3-Month
1.19%
0.00%
1-Year
23.38%
0.00%
3-Year
0.00%
0.00%
5-Year
0.00%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001QD7E.BO
Category
2024
--
--
2023
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.87% 7.69% 6.95% --
2023 8.84% 3.24% 7.28% --

Rank in Category (By Total Return)

YTD 7
1-Month 5
3-Month 1
1-Year 13
3-Year --
5-Year --

Load Adjusted Returns

1-Year 23.38%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return -0.78%
5y Average Return 0.00%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family WhiteOak Capital Asset Management Limited
Net Assets --
YTD Return 18.64%
Yield 0.00%
Morningstar Rating --
Inception Date Feb 10, 2023

Fund Summary

null

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