WhiteOak Capital Aggressive Hybrid Fund Regular Plan Growth

Fund House: WhiteOak Capital Mutual Fund
Category: Hybrid: Aggressive
Launch Date: 01-07-2026
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
TER: -
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 100.0
Total Assets: -
Turn over: - | Exit Load: Nil

10.242

1.6%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
WhiteOak Capital Aggressive Hybrid Fund Regular Plan Growth 01-07-2026 - - - - -
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 9.92 3.83 14.24 13.56 15.75
Bank Of India Mid & Small Cap Equity & DEBT Fund - Regular Plan Growth 05-07-2016 8.27 4.88 18.86 14.76 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 7.14 8.5 14.3 11.96 -
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 5.58 5.37 11.52 10.81 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 5.53 3.31 13.32 10.96 10.96
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 4.26 4.57 13.58 12.3 12.74
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 3.66 5.57 15.87 16.81 15.3
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 3.01 6.61 13.13 11.07 12.09
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 2.75 4.3 11.37 10.29 12.25

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

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