MF Gyan
Head-to-head

Compare up to 5 funds side-by-side.

Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.

₹1 lakh over time

What ₹1,00,000 invested at the start of each window would have become in each fund.

hybridDirect
WhiteOak Capital Balanced Hybrid Fund - Direct Plan - Growth Option
3Y ago—
5Y ago—

Every metric, side-by-side

marks the winner per row.

MetricWhiteOak Capital Balanced Hybri…
Fund houseWhiteOak Capital Mutual Fund
CategoryHybrid Schemes - Balanced Hybrid Fund
PlanDirect
Latest NAV₹13.99
Assets managed (AUM)—
1M return0.11%
6M return5.78%
1Y return5.58%
3Y CAGR—
5Y CAGR—
Since inception CAGR12.42%
Bumpiness · 3Y (annualised σ)7.78
Worst drop ever-8.39%
Sharpe · 3Y (rf=6%)0.80