MF Gyan
hybridModerate riskLess than a year old

WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth Option

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From WhiteOak Capital Mutual Fund. It's been running since 1 Jul 2026.

This fund is under 3 years old — its short track record makes comparing to peers or judging consistency less reliable.
Latest price per unit
₹10.459
▼ 0.06% today
As of 4 Sep 2026 · updated once each business day
Not enough price history yet to tell the money story.
How it compares to peers

Vs 45 other funds in Hybrid Schemes - Aggressive Hybrid Fund

Same plan
Bumpiness (3Y)
6.74%median 11.06% (-4.32%)
Rank #1 of 46Less risky than 100% of peers
Worst-ever drop
-1.51%median -29.00% (+27.48%)
Rank #46 of 46Less risky than 0% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
6.7%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-1.51%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth Option against other hybrid funds.

Technical details (for the pros)
CAGR — 1 year—
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch22.91%
Volatility — 1 year (annualised)6.74%
Volatility — 3 years (annualised)6.74%
Max drawdown — 1 year-1.51%
Max drawdown — 3 years-1.51%
Sharpe ratio — 1 year (rf=6%)2.03
Sharpe ratio — 3 years (rf=6%)2.03

Fund info

Fund house
WhiteOak Capital Mutual Fund
Category
Hybrid Schemes - Aggressive Hybrid Fund
Plan
Direct
Option
Growth
ISIN (Growth)
INF03VN01AF8
ISIN (Div re-invest)
—
Fund code
154392
First price on record
1 Jul 2026 · 48 daily prices

About WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth Option

WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth Option is a Hybrid Schemes - Aggressive Hybrid Fund offered by WhiteOak Capital Mutual Fund under the Direct plan with the Growth option. It has approximately 0 year of NAV track record. The fund falls in the hybrid category — Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.

The current NAV of WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth Option is ₹10.4590 (as of 4 Sep 2026). Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 6.7% annualised volatility — a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 1.5%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth Option?+

The latest NAV of WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth Option is ₹10.4590 as of 4 Sep 2026, down 0.06% from the previous day. NAV is updated once a business day after the market close.

What category does WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth Option belong to?+

WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth Option is categorised as Hybrid Schemes - Aggressive Hybrid Fund. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.

How risky is WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 6.7%, WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth Option sits in the "moderate" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth Option a direct plan?+

WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth Option?+

WhiteOak Capital Aggressive Hybrid Fund - Direct Plan - Growth Option has NAV history available from 1 Jul 2026 — approximately 0 year of track record and 48 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.