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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 · 29.61%Inception · 01-07-2026
NAV
₹10.51
+0.29% · as of 25-08-2026
Since inception
4.22%
CAGR
Benchmark (inception)
11.91%
CAGR
Fund size
₹435 Cr
AUM
Expense ratio
29.61%
31-07-2026
Performance
Returns vs benchmark & category
Since inception: +4.22% CAGR vs benchmark +11.91%.
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?
@ 4.2% p.a.₹10,000
10 years
Projected value
₹14,94,945
Invested: ₹12,00,000
Gained: ₹2,94,945
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, Mr. Piyush Baranwal, Ms. Trupti Agarwal, Mr. Dheeresh Pathak, 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
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₹43.27
1Y
+15.7%
3Y
+17.3%
5Y
+14.8%
Quant Aggressive Hybrid Fund Gr Reg Plan
₹470.38
1Y
+13.8%
3Y
+13.8%
5Y
+12.9%
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₹22.47
1Y
+10.2%
3Y
+11.4%
5Y
+10.4%
Bandhan Aggressive Hyb Fund Reg Gr
₹28.29
1Y
+10.1%
3Y
+14.2%
5Y
+11.3%
HSBC Aggressive Hybrid Fund Reg Gr
₹60.26
1Y
+9.3%
3Y
+13.6%
5Y
+10.9%
Want a personalised recommendation?
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