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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 · 3.16%Inception · 01-07-2026
NAV
₹10.13
+0.77% · as of 13-10-2026
Since inception
0.51%
CAGR
Benchmark (inception)
11.63%
CAGR
Fund size
₹594 Cr
AUM
Expense ratio
3.16%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +0.51% CAGR vs benchmark +11.63%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-6.45%
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.38%
HDB Financial Services Ltd.3.24%
NABARD3.23%
91 Days Treasury Bill 24-Sep-20263.17%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.15%
Godrej Industries Ltd.2.86%
Nestle India Ltd2.35%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.03%
ZOMATO LIMITED EQ1.82%
Sector allocation
Financial Services23.87%
Healthcare8.41%
Capital Goods6.21%
Consumer Services4.46%
Automobile and Auto Components4.35%
Consumer Durables3.25%
Telecommunication3.15%
Fast Moving Consumer Goods2.81%
Oil, Gas & Consumable Fuels2.15%
Information Technology1.75%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 0.5% p.a.₹10,000
10 years
Projected value
₹12,31,382
Invested: ₹12,00,000
Gained: ₹31,382
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
Bank Of India Aggressive Hybrid Fund Reg Gr
₹42.63
1Y
+13.3%
3Y
+14.8%
5Y
+12.3%
Navi Aggressive Hybrid Reg Gr
₹21.99
1Y
+6.7%
3Y
+10.1%
5Y
+8.4%
Quant Aggressive Hybrid Fund Gr Reg Plan
₹444.42
1Y
+3.7%
3Y
+10.9%
5Y
+9.6%
HSBC Aggressive Hybrid Fund Reg Gr
₹58.27
1Y
+1.9%
3Y
+11.4%
5Y
+8.6%
Bandhan Aggressive Hyb Fund Reg Gr
₹27.02
1Y
+1.9%
3Y
+11.9%
5Y
+8.6%
Want a personalised recommendation?
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