HybridBalanced Hybrid FundDirect · Growth
WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth
WhiteOak Capital · Scheme 152132
₹13.98▼ 0.15%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
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Risk level
Moderate
Min SIP
—
Benchmark
CRISIL Hybrid 50+50 - Moderate Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.42% |
| 3 Months | +4.68% |
| 6 Months | +2.94% |
| 1 Year | +6.28% |
| 3 Years (CAGR) | — |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +12.78% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns27
Consistency50
Risk-adjusted56
Downside protection100
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Volatility: 8% annualised
- ✓ Max drawdown: -8%
- ✓ Direct plan: no distributor commission
What to watch
- • 1Y return: +6.3%
Risk metrics
Sharpe ratio
0.81
Sortino ratio
1.02
Volatility
7.88%
Max drawdown
-8.39%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.