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WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth
TopFund Score: 48/100 · Weak
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)1.37%
- AUM (15%)₹435 Cr
Not investment advice — an analytical read of public fund data. Methodology →
WhiteOak Capital Mutual Fund · Hybrid · Aggressive Hybrid
₹10.44
AUM: ₹435 Cr
NAV updated 24 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
1.37%
Exit Load
Nil
Fund Manager
Piyush Baranwal
Inception
Jun 2026
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Sharpe Ratio
2.2
Std Dev (1Y)
6.87%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.73%
3m
—
6m
—
1y
—
3y
—
5y
—
10y
—
since inception
+3.56%
TopFund's Take on WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth
WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth lags behind most of its peers in the Aggressive Hybrid category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 48/100.
Cost: At 1.37%, the expense ratio runs 59% above the Aggressive Hybrid category average of 0.86%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 2.2 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 6.87% is on the lower side for a Aggressive Hybrid fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth
The current NAV (Net Asset Value) of WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth is ₹10.44. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio of WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth is 1.37% per annum. This is the annual fee charged by the fund to manage your investment.
WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth is managed by Piyush Baranwal at WhiteOak Capital Mutual Fund.
WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth is ₹435 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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