WhiteOak Capital Balanced Hybrid Fund - Direct - Growth
Hybrid Schemes by WhiteOak Capital Asset Management Limited
1Y Returns (CAGR)
5.04%
Expense Ratio
0.72%
as of 01/08/2026
AUM
₹38.55 Cr
Qtr End: Jun 26
NAV
₹13.972
as of 02/09/2026
1Y Returns (CAGR)
5.04%
Expense Ratio
0.72%
as of 01/08/2026
AUM
₹38.55 Cr
Qtr End: Jun 26
NAV
₹13.972
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 4.80% | 20.63% | 5.70% |
| 6M | 5.65% | 11.62% | 8.92% |
| 1Y | 5.04% | 5.04% | 7.65% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 05/10/2023
- Fund Age
- 2.9 years
- Minimum Investment
- ₹500
- Fund House
- WhiteOak Capital Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Aggressive Hybrid Fund (Hybrid Scheme)
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