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WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth Option

WhiteOak Capital Mutual FundAggressive Hybrid FundsDirect · GrowthBenchmark: Nifty 50
NAV · 15 Oct 2026₹10.1880▲ 0.26% (1 day)
Fund size (AUM) —
Expense ratio —
1Y return—
3Y return (CAGR)—
5Y return (CAGR)—
Since launch (CAGR)+1.05%
Category rank (3Y) —
Volatility (3Y) —
Sharpe ratio (3Y) —
Beta (3Y) —
52-week range₹10.0660 – ₹10.5380
Min. SIP / lump sum—
Launched1 Jul 2026
Lock-in—
Portfolio turnover —
Max drawdown -4.5%

Performance chart

Benchmark: Nifty 50 price index (excludes dividends, so it slightly understates the index's total return). Past performance may or may not be sustained in future.

Quick take

  • Its biggest fall from a peak was 4.5% (25 Aug 2026 to 8 Oct 2026).

AI analysis

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Returns vs benchmark and category

Returns (%)1W1M3M6MYTD1Y2Y3Y5Y7Y10YSince launch
This fund+1.21%-0.54%-0.99%————————+1.05%
Nifty 50+3.44%-0.52%-4.49%-5.09%-11.99%-9.19%-4.20%+5.19%+4.63%+10.50%+10.19%+7.41%

Point-to-point NAV returns as on 15 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Direct Growth plans in Aggressive Hybrid Funds. Q1 = top quarter by return over that period.

Compare with all Aggressive Hybrid Funds (30)

About Aggressive Hybrid Funds
Scheme (Direct plans, Growth)NAV1M6M1Y3Y5Y
Aditya Birla Sun Life Aggressive Hybrid Fund - Direct Plan - GROWTHAditya Birla Sun Life Mutual Fund₹1,691.00—————
Axis Aggressive Hybrid Fund - Direct Plan - Growth OptionAxis Mutual Fund₹22.4800—————
Bandhan Aggressive Hybrid Fund - Direct Plan - GrowthBandhan Mutual Fund₹31.2250—————
BANK OF INDIA AGGRESSIVE HYBRID FUND - Direct Plan - GrowthBank of India Mutual Fund₹46.6800—————
BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND - Direct Plan - Growth OptionBaroda BNP Paribas Mutual Fund₹31.5428—————
Canara Robeco Aggressive Hybrid Fund - Direct Plan - GROWTH OPTIONCanara Robeco Mutual Fund₹409.8900—————
DSP Aggressive Hybrid Fund - Direct Plan - GrowthDSP Mutual Fund₹386.8350—————
Edelweiss Aggressive Hybrid Fund - Direct Plan - growthEdelweiss Mutual Fund₹73.9900—————
Franklin India Aggressive Hybrid Fund - Direct Plan - GrowthFranklin Templeton Mutual Fund₹296.8637—————
Groww Aggressive Hybrid Fund - Direct Plan - GrowthGroww Mutual Fund₹22.5903—————
HDFC Aggressive Hybrid Fund - Direct Plan - Growth OptionHDFC Mutual Fund₹120.8210—————
HSBC Aggressive Hybrid Fund - Direct Plan - GrowthHSBC Mutual Fund₹66.8135—————
ICICI Prudential Aggressive Hybrid Fund - Direct Plan - GrowthICICI Prudential Mutual Fund₹437.9900—————
Invesco India Aggressive Hybrid Fund - Direct Plan - GrowthInvesco Mutual Fund₹23.8511—————
JM Aggressive Hybrid Fund - Direct Plan - Growth OptionJM Financial Mutual Fund₹136.0440—————
Kotak Aggressive Hybrid Fund - Direct Plan - GrowthKotak Mahindra Mutual Fund₹46.0970—————
Kotak Aggressive Hybrid Fund - Direct Plan - GrowthKotak Mahindra Mutual Fund₹75.1980—————
LIC MF Aggressive Hybrid Fund - Direct Plan - GrowthLIC Mutual Fund₹226.9704—————
Mahindra Manulife Aggressive Hybrid Fund - Direct Plan - GrowthMahindra Manulife Mutual Fund₹29.1473—————
Mirae Asset Aggressive Hybrid Fund - Direct Plan - GrowthMirae Asset Mutual Fund₹38.4970—————
Navi Aggressive Hybrid Fund - Direct Plan - GrowthNavi Mutual Fund₹25.6985—————
PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Direct GrowthPGIM India Mutual Fund₹151.0600—————
Quant Aggressive Hybrid Fund - Direct Plan - Growth Optionquant Mutual Fund₹492.7246—————
SBI AGGRESSIVE HYBRID FUND - Direct Plan - GrowthSBI Mutual Fund₹340.7121—————
Shriram Aggressive Hybrid Fund - Direct Plan - GrowthShriram Mutual Fund₹36.1284—————
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) - Direct Plan - GROWTHSundaram Mutual Fund₹178.3812—————
Tata Aggressive Hybrid Fund - Direct Plan - Growth OptionTata Mutual Fund₹478.2361—————
Union Aggressive Hybrid Fund - Direct Plan - Growth OptionUnion Mutual Fund₹19.3700—————
UTI Aggressive Hybrid Fund - Direct Plan - GrowthUTI Mutual Fund₹424.8052—————
WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth OptionWhiteOak Capital Mutual Fund₹10.1880—————

Sorted by 3-year return; tap a heading to sort. Sorting by past returns is a way to explore data, not a ranking of which fund to choose. 3Y and 5Y are yearly (CAGR).

Scheme details

Fund house
WhiteOak Capital Mutual Fund
Category
Aggressive Hybrid Funds · Hybrid
Benchmark used here
Nifty 50 (price index)
Plan / option
Direct · Growth
AMFI scheme code
154392
ISIN
INF03VN01AF8
Exit load & portfolio
See the scheme's KIM and monthly factsheet on the fund house website.

About Aggressive Hybrid Funds

Aggressive Hybrid Funds invest 65–80% in equity and 20–35% in debt, so some of the equity risk is cushioned by bonds.

Generally used by investors wanting equity growth with somewhat smaller swings, over 3–5+ years.

Other plans of this scheme

Questions about this scheme

What is the NAV of WhiteOak Capital Aggressive Hybrid Fund today?
The latest NAV of WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth Option is ₹10.1880 as on 15 Oct 2026, as published by AMFI. NAVs are updated every business day evening.
What returns has WhiteOak Capital Aggressive Hybrid Fund given?
Return figures are shown on this page once enough NAV history is available.
What is the expense ratio of WhiteOak Capital Aggressive Hybrid Fund?
See the scheme's latest factsheet on the fund house website for its expense ratio.
How risky is this fund?
Mutual fund investments are subject to market risks.
What is the difference between Direct and Regular plans?
Both plans hold the same portfolio. A Direct plan is bought straight from the fund house and has a lower expense ratio. A Regular plan is bought through a distributor, who is paid a commission from the expense ratio, so its NAV grows slightly slower.
What are Aggressive Hybrid Funds?
Aggressive Hybrid Funds invest 65–80% in equity and 20–35% in debt, so some of the equity risk is cushioned by bonds.
Important. NAVs are from AMFI and mfapi.in; benchmark closes from Yahoo Finance; expense ratio, fund size and managers from published scheme data (Kuvera). Figures may be delayed; confirm with the fund house before transacting. Ranks and quartiles are positions by past return and are not a rating or recommendation. Mutual fund investments are subject to market risks; read all scheme-related documents carefully before investing. Plenitude Connect Private Limited is an AMFI-registered Mutual Fund Distributor (ARN-130934) and earns commission from fund houses on Regular plans (see Disclosures).
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