WhiteOak Capital Arbitrage Fund - Direct Plan - Growth Option
Mutual Fund · Hybrid Schemes - Arbitrage Fund · As of 18 Oct 2026, 7:45 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
54/ 100
Moderate
Weighted across five categories. Every point is explained below.
✗ Only 2.1 years of history — too short to judge through a full cycle
Investment Checklist
2 / 3 checks passed
✗ 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
₹11.59
As of
16 Oct 2026
Fund History Available
2.1 yrs
1Y Return (CAGR)
7.2%
Moderate
Annualized Volatility
1.3%
Relatively stable
Sharpe Ratio (est.)
0.20
Weak risk-adj. return
Max Drawdown
-0.4%
Contained
Category
Hybrid Schemes - Arbitrage 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
₹7,18,701
Estimated Gain
₹1,18,701
Risk Flags
Estimated Sharpe ratio (0.20) is on the low side — returns aren't compensating well for volatility taken over the trailing year.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
