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: 3.16% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 100.0 |
| Total Assets: 594.35 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
10.168
0.04 (0.3541%)
0.86%
Benchmark: 11.67%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | - | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
19.46%
Others
26.23%
Large Cap
44.25%
Mid Cap
10.06%
