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HybridBalanced Hybrid FundDirect · Growth

WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth

WhiteOak Capital · Scheme 152132

₹14.00▼ 0.14%NAV · 2026-09-18
59
Decent FundScore
Start SIP
AUM
₹295 cr
Expense ratio
0.72%
3Y CAGR
—
Risk level
Moderate
Min SIP
₹100
Benchmark
CRISIL Hybrid 50+50 - Moderate Index
Fund manager: Ramesh MantriExit load: Nil
Decent · 59/100

A solid option with a few areas worth a closer look.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • ✓Protects capital well — worst-ever fall was only 8%.
  • ✓Volatility: 8% annualised
  • ✓Max drawdown: -8%
  • ✓Expense ratio: 0.72%

📉 What could drag it down

  • •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • •1Y return: +6.2%

FundScore breakdown

59/100 · Decent
How it works →
27
Returns
Weak
50
Consistency
Average
55
Risk-adjusted
Decent
100
Downside protection
Excellent
75
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.