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NAVs as of 20 Aug 2026

WhiteOak Capital Balanced Hybrid FundRegular360 ONE Balanced Hybrid FundRegularICICI Prudential Balanced Hybrid FundRegular360 ONE Balanced Hybrid FundDirect4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

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Common period 20 Jul 2026 – 20 Aug 2026, limited by ICICI Prudential Balanced Hybrid Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.

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Growth of ₹100, sampled across the common period
Date	WhiteOak Capital Balanced Hybrid Fund	360 ONE Balanced Hybrid Fund	ICICI Prudential Balanced Hybrid Fund	360 ONE Balanced Hybrid Fund	Nifty 50
20 Jul 2026	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00
23 Jul 2026	₹99.19	₹99.24	₹99.60	₹99.17	₹98.48
25 Jul 2026	₹99.00	₹99.09	₹99.80	₹99.03	₹98.06
28 Jul 2026	₹99.73	₹99.45	₹99.90	₹99.41	₹98.96
30 Jul 2026	₹100.09	₹99.70	₹101.00	₹99.67	₹100.32
02 Aug 2026	₹100.35	₹100.16	₹101.30	₹100.13	₹100.60
05 Aug 2026	₹101.14	₹101.08	₹102.10	₹101.07	₹101.59
07 Aug 2026	₹101.21	₹101.08	₹102.20	₹101.08	₹101.37
10 Aug 2026	₹101.33	₹101.21	₹102.20	₹101.22	₹101.42
12 Aug 2026	₹101.28	₹101.10	₹101.20	₹101.12	₹100.81
15 Aug 2026	₹101.36	₹100.83	₹101.40	₹100.86	₹100.53
17 Aug 2026	₹101.22	₹100.60	₹101.30	₹100.64	₹100.20
20 Aug 2026	₹101.28	₹100.66	₹101.50	₹100.71	₹99.97

Portfolio overlap (same stocks held through more than one fund)

Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
Overlap	WhiteOak Capital Balanced Hybrid Fund	360 ONE Balanced Hybrid Fund	360 ONE Balanced Hybrid Fund
WhiteOak Capital Balanced Hybrid Fund	·
360 ONE Balanced Hybrid Fund	·	·
360 ONE Balanced Hybrid Fund	·	·	·

0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

360 ONE Balanced Hybrid Fund and 360 ONE Balanced Hybrid Fund duplicate 100% of their equity book — holding both adds concentration, not diversification.

Shared holdings — 360 ONE Balanced Hybrid Fund vs 360 ONE Balanced Hybrid Fund

Stocks held by both 360 ONE Balanced Hybrid Fund and 360 ONE Balanced Hybrid Fund, with each fund's weight and the weight they share.
Stock	360 ONE Balanced Hybrid Fund	360 ONE Balanced Hybrid Fund
ICICI Bank Ltd	5.32%	5.32%	5.32%
HDFC Bank Ltd	5.23%	5.23%	5.23%
Cholamandalam Investment & Finance Company Ltd	4.59%	4.59%	4.59%
Bajaj Finance Ltd	3.79%	3.79%	3.79%
Aditya Infotech Ltd.	3.56%	3.56%	3.56%
Indus Towers Ltd	3.42%	3.42%	3.42%
Bharti Airtel Ltd	3.42%	3.42%	3.42%
Zomato Ltd	3.22%	3.22%	3.22%
Premier Energies Ltd.	3.13%	3.13%	3.13%
Motherson Sumi Wiring India Ltd	3.10%	3.10%	3.10%
Tata Motors Ltd	3.09%	3.09%	3.09%
The Indian Hotels Company Ltd	2.82%	2.82%	2.82%
Shriram Transport Finance Company Ltd	2.68%	2.68%	2.68%
Axis Bank Ltd	2.67%	2.67%	2.67%
Tech Mahindra Ltd	2.55%	2.55%	2.55%

34 more stocks in common. 49 shared of 49 / 49 positions. Weights are shown as a share of each fund's equity book.

No published holdings for ICICI Prudential Balanced Hybrid Fund — left out entirely rather than counted as 0% overlap.

WhiteOak Capital Balanced Hybrid Fund, 360 ONE Balanced Hybrid Fund, ICICI Prudential Balanced Hybrid Fund, 360 ONE Balanced Hybrid Fund compared on return, risk, benchmark-relative, cost and portfolio metrics.
Metric	WhiteOak Capital Balanced Hybrid Fund WhiteOak Capital · Regular NAV ₹13.45 Moderately High risk ★★☆☆☆ 1Y CAT	360 ONE Balanced Hybrid Fund 360 One · Regular NAV ₹13.29 Moderately High risk ★★★☆☆ 1Y CAT	ICICI Prudential Balanced Hybrid Fund ICICI Prudential · Regular NAV ₹10.15 Moderately High risk Unrated	360 ONE Balanced Hybrid Fund 360 One · Direct NAV ₹13.89 Moderately High risk ★★★☆☆ 1Y CAT

	+4.25%	+4.85%	—	+6.46%Best in row
	+11.06%	+10.19%	+1.50%	+11.85%Best in row
	+6.96%	+7.05%	+19.17%Best in row	+8.68%
Risk
	7.82%	7.24%	—	7.25%
	-0.29	-0.23	—	-0.01Best in row
	-0.39	-0.31	—	-0.01Best in row
	-8.88%	-7.25%	-1.08%Best in row	-6.67%

	+2.70%	+2.95%	—	+4.45%Best in row
	0.56	0.48	—	0.48
	74.1%Best in row	63.9%	—	67.7%
	44.7%	27.8%	—	23.0%Best in row

	2.26%	2.19%	3.72%	0.62%Best in row
	₹282.85Cr	₹734.54Cr	₹181.83Cr	₹734.54Cr
	None	Up to 1.00%	Up to 1.00%	Up to 1.00%
	₹100	₹1.00K	₹100	₹1.00K
	₹500	₹1.00K	₹500	₹1.00K
	99%	59%	—	59%
	Dheeresh Pathak · 2.4y	Ashish Ongari	Akhil Kakkar	Ashish Ongari
	30 Oct 2023	03 Oct 2023	20 Jul 2026	03 Oct 2023

	112	49	—	49
	21.8%	17.3%	—	17.3%
	0.9%	3.5%	—	3.5%

8 rows carry the same value for every fund — show

3Y return (CAGR): —
5Y return (CAGR): —
10Y return (CAGR): —
3Y rolling avg: —
5Y rolling avg: —
10Y rolling avg: —
Benchmark: Nifty 50
Lock-in: None

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.