WhiteOak Capital Balanced Hybrid Fund - Direct Plan - Growth Option
Mutual Fund · Hybrid Schemes - Balanced Hybrid Fund · As of 18 Oct 2026, 6:51 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
76/ 100
Good
Weighted across five categories. Every point is explained below.
✗ Only 3.0 years of history — too short to judge through a full cycle
Investment Checklist
4 / 4 checks passed
✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹13.69
As of
16 Oct 2026
Fund History Available
3.0 yrs
1Y Return (CAGR)
0.4%
Moderate
3Y Return (CAGR)
11.1%
Annualized Volatility
7.7%
Relatively stable
Sharpe Ratio (est.)
0.58
Moderate
Max Drawdown
-8.4%
Contained
Category
Hybrid Schemes - Balanced Hybrid Fund
Fund House
WhiteOak Capital Mutual Fund
Category Peer Comparison
Scheme
1Y Return
Sundaram Money Fund Direct Plan - Growth
—
Sahara Midcap Fund-Growth Option - Direct
—
SaharaTax Gain-Growth- direct
—
SBI CONSERVATIVE HYBRID FUND - Direct Plan - Growth
3.7%
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,93,023
Estimated Gain
₹1,93,023
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
