WhiteOak Capital Aggressive Hybrid Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.71% | -2.96% | -2.34% | – | – | – | – | – | – |
NAV history
About this fund
WhiteOak Capital Aggressive Hybrid Fund is a hybrid fund offered by WhiteOak Capital Mutual Fund, classified under Hybrid as Hybrid Scheme - Aggressive Hybrid Fund. Hybrid funds sit between pure-equity and pure-debt funds on risk. Its latest NAV is ₹10.01, with assets under management of about ₹3 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
WhiteOak Capital Aggressive Hybrid Fund does not yet have a full one-year track record, so trailing returns are limited. The direct-plan base expense ratio is 0.55%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Canara Robeco Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -3.29 | -3.38 | -2.84 | -3.69 | 9.95 | 8.40 | 11.97 | – |
| Franklin India Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -4.92 | -5.19 | -5.19 | -7.64 | 8.12 | 7.97 | 10.69 | 0.78 |
| Edelweiss Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -3.58 | -3.61 | -2.05 | -3.35 | 11.79 | 12.14 | 12.94 | 0.43 |
| DSP Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -2.49 | -3.72 | -3.54 | -7.00 | 9.06 | 7.92 | 11.17 | 0.57 |
| Tata Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -4.13 | -5.50 | -3.86 | -6.63 | 7.02 | 7.01 | 9.38 | 0.82 |
| HDFC Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -3.24 | -3.64 | -4.20 | -9.08 | 5.55 | 6.85 | 9.65 | – |
| SBI AGGRESSIVE HYBRID FUND Hybrid Scheme - Aggressive Hybrid Fund | -3.27 | -4.48 | -3.03 | -3.01 | 10.90 | 8.55 | 11.58 | – |
| ICICI Prudential Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -4.06 | -4.85 | -4.88 | -5.41 | 11.55 | 12.37 | 14.46 | – |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| WhiteOak Capital Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -3.17 | -2.59 | 0.29 | -1.45 | 10.68 | – | – | 0.52 |
| WhiteOak Capital Multi Asset Allocation Fund Hybrid Scheme - Multi Asset Allocation Fund | -2.69 | -1.26 | 1.04 | 5.24 | 15.73 | – | – | 0.38 |
| WhiteOak Capital Multi Cap Fund Equity Scheme - Multi Cap Fund | -5.18 | -4.60 | 1.28 | -0.74 | 16.35 | – | – | 0.49 |
| WhiteOak Capital Balanced Hybrid Fund Hybrid Scheme - Balanced Hybrid Fund | -2.52 | -2.28 | 0.39 | -1.21 | – | – | – | 0.54 |
| WhiteOak Capital Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -5.60 | -6.14 | -2.11 | -3.69 | – | – | – | 0.46 |
| WhiteOak Capital Banking & Financial Services Fund Sectoral/Thematic - Banking/Financial | -5.07 | -6.73 | -4.23 | -4.34 | – | – | – | 0.62 |
| WhiteOak Capital Pharma and Healthcare Fund Sectoral/Thematic - Pharma/Healthcare | -7.99 | -3.06 | 13.38 | 11.75 | – | – | – | 0.54 |
| WhiteOak Capital Special Opportunities Fund Sectoral/Thematic - Special Situations | -5.43 | -2.27 | 6.18 | 6.53 | – | – | – | 0.53 |