Compare SBI Balanced Hybrid Fund vs WhiteOak Capital Balanced Hybrid Fund
SBI Balanced Hybrid Fund
HybridBalanced Hybrid
WhiteOak Capital Balanced Hybrid Fund
HybridBalanced Hybrid
Risk
High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2.61
2.25
NAV
₹9.65
₹13.40
Fund Started
10 Aug 2026
05 Oct 2023
Fund Size
₹1979.76 Cr
₹293.88 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
-
1 Year
-
-3.13%
3 Year
-
-
5 Year
-
-
Equity
41.79%
51.79%
Cash
21.01%
6.42%
Top 10 Holdings
Name | Assets |
|---|---|
Wheels India Ltd. | 1.88% |
SEDEMAC Mechatronics Ltd. | 1.77% |
Aequs Ltd. | 1.73% |
HDFC Bank Ltd. | 1.72% |
Kotak Mahindra Bank Ltd. | 1.69% |
Sundaram Finance Ltd. | 1.65% |
Innova Captab Ltd. | 1.63% |
Solar Industries India Ltd. | 1.59% |
CORONA Remedies Ltd. | 1.59% |
Bajaj Finance Ltd. | 1.55% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.19% |
HDFC Bank Ltd. | 2.74% |
Bharti Airtel Ltd. | 2.35% |
Nestle India Ltd. | 1.77% |
Eternal Ltd. | 1.66% |
Mahindra & Mahindra Ltd. | 1.56% |
State Bank of India | 1.47% |
Kotak Mahindra Bank Ltd. | 1.39% |
Reliance Industries Ltd. | 1.34% |
Titan Company Ltd. | 1.17% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate long term capital appreciation and income by investing only in equity and debt instruments.
The Scheme seeks to provide long term capital appreciation and generate income by investing in a balanced portfolio of equity & equity related instruments and debt & money market securities.
Launch Date
10 Aug 2026
05 Oct 2023
