
WOC Balanced Hybrid Fund(G)-Direct Plan
+2.63%
1Y annualised
+2.63%
1Y annualised
+0.08% 1D
Expert Rating Locked 🔒
Subscribe to unlock the ratings
- Lorem ipsum dolor sit amet, consectetur adipiscing elit.
- Mattis eget etiam curabitur a cras malesuada pulvinar.
Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 17 Sep 2026
₹13.77
Min. SIP amount
₹100
Fund size (AUM)
301 Cr
Expense ratio
0.61%
Launched on
27 Oct 2023
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 17 Sep 2026
₹13.77
Min. SIP amount
₹100
Fund size (AUM)
301 Cr
Expense ratio
0.61%
Launched on
27 Oct 2023
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
33.56%
Mid Cap
5.98%
Small Cap
11.13%
Others
49.33%
Sector Allocation
Corporate Debt
26.92%
Bank
12.26%
Finance
7.92%
Government Securities
7.80%
Cash & Cash Equivalents And Net Assets
6.51%
It
4.51%
Healthcare
3.98%
Automobile & Ancillaries
3.75%
Others
24.43%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
NIL upto 10% of units and 1% for remaining units on or before 30D, NIL after 30D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Ramesh Mantri
Present
Piyush Baranwal
Present
Trupti Agrawal
Present
Dheeresh Pathak
Present
Similar/Peer Fund Comparison
Unifi Dynamic Asset Allocation Fund(G)-Direct Plan
Aditya Birla SL Balanced Advantage Fund(G)-Direct Plan
Baroda BNP Paribas Balanced Advantage Fund(G)-Direct Plan
360 ONE Balanced Hybrid Fund(G)-Direct Plan
Bank of India Balanced Advantage Fund(G)-Direct Plan
Bandhan Balanced Advantage Fund(G)-Direct Plan
Mirae Asset Balanced Advantage Fund(G)-Direct Plan
Edelweiss Balanced Advantage Fund(G)-Direct Plan
FAQs
B. Premium Advisory - Everything in Basic, plus dedicated 1:1 expert calls, deeper portfolio reviews, personalised reports, and priority support to help you make confident, well-guided investment decisions.
