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WhiteOak Capital Mutual Fund · Hybrid: Aggressive
WhiteOak Capital Aggressive Hybrid Fund Regular Plan Growth
The primary objective of the Scheme is to provide capital appreciation by investing in equity & equity related instruments and stability through debt investment. There is no assurance that the investment objective of the Scheme will be achieved.
Mixed AssetBenchmark · CRISIL Hybrid 35+65 Aggressive IndexTER · 0.00%Inception · 01-07-2026
NAV
₹10.28
+0.63% · as of 15-07-2026
Since inception
1.97%
CAGR
Benchmark (inception)
11.92%
CAGR
Fund size
—
AUM
Expense ratio
0.00%
Performance
Returns vs benchmark & category
Since inception: +1.97% CAGR vs benchmark +11.92%.
Portfolio
Where the money is invested
Top holdings
Not available.
Sector allocation
Not available.
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 2.0% p.a.₹10,000
10 years
Projected value
₹13,27,337
Invested: ₹12,00,000
Gained: ₹1,27,337
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Ramesh Mantri, Ms. Trupti Agarwal, Mr. Dheeresh Pathak, Mr. Piyush Baranwal, Mr. Ashish Agrawal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
154393
ISIN (Growth)
INF03VN01AG6
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Aggressive funds
Quant Aggressive Hybrid Fund Gr Reg Plan
₹471.42
1Y
+11.1%
3Y
+14.3%
5Y
+13.2%
Bank Of India Mid & Small Cap Equity & Debt Reg Gr
₹42.06
1Y
+8.2%
3Y
+18.7%
5Y
+14.2%
Bandhan Aggressive Hyb Fund Reg Gr
₹27.63
1Y
+6.6%
3Y
+13.8%
5Y
+11.6%
HSBC Aggressive Hybrid Fund Reg Gr
₹58.47
1Y
+5.4%
3Y
+12.9%
5Y
+10.6%
Navi Aggressive Hybrid Reg Gr
₹21.83
1Y
+4.7%
3Y
+10.8%
5Y
+10.6%
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