HybridArbitrage FundDirect · Growth
WhiteOak Capital Arbitrage Fund Direct Plan Growth
WhiteOak Capital · Scheme 152849
₹11.46▲ 0.10%NAV · 2026-09-18
Average FundScore
AUM
₹1,996 cr
Expense ratio
2.55%
3Y CAGR
—
Risk level
Low
Min SIP
₹100
Benchmark
Nifty 50 Arbitrage Index
Fund manager: Ramesh MantriExit load: Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days.
Average · 53/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 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 0%.
- ✓Low volatility (1% a year) — a steady, low-drama ride.
- ✓Max drawdown: -0%
- ✓Direct plan: no distributor commission
📉 What could drag it down
- •Pricey — 2.55% expense ratio quietly eats into long-term returns.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •1Y return: +7.1%
- •Sharpe ratio: 0.65
FundScore breakdown
53/100 · Average
Returns
Weak
Consistency
Average
Risk-adjusted
Average
Downside protection
Excellent
Cost efficiency
Weak
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.