White Oak Capital - Balanced Hybrid Fund · Regular · Growth
NAV
₹13.3280
as of 31 Jul 2026
Expense Ratio
2.12%
AUM
₹283 Cr
Lumpsum returns (CAGR)
- 1Y
- +4.21%
- 3Y
- —
- 5Y
- —
- Since Inception
- +10.97%
SIP returns (XIRR)
- 1Y
- +5.35%
- 3Y
- —
- 5Y
- —
- Since Inception
- +6.93%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.23
Sharpe Ratio
—
Alpha
—
Beta
0.23
Sortino
7.66%
Std Dev
-8.86%
Max Drawdown
Performance Comparison
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Investment Objective
White Oak Capital - Balanced Hybrid Fund · Regular · Growth invests 40-60% each in equity and debt instruments, aiming to provide balanced returns with lower volatility. The fund is suitable for investors seeking a single-fund solution with moderate risk and income generation.
About This Fund
White Oak Capital - Balanced Hybrid Fund · Regular · Growth is a Balanced Hybrid mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹283 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against CRISIL Hybrid 50+50 Moderate Index. The current expense ratio is 2.12%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations