TickerKhojWhiteOak Capital Mutual Fund · Hybrid · Balanced Hybrid · Direct plan
WhiteOak Capital Balanced Hybrid Fund - Direct Plan - Growth
₹13.586NAV on 30 Oct 2026Expense ratio 0.71%
29 Oct 2025NAV low 12.64 · high 14.06-0.6%
In plain words
Over 3 years it returned +10.7% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -8.4%.
On 3-year return it ranks 1 of 2 funds in Balanced Hybrid.
A monthly SIP over 3 years ended ₹9,999 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.6% | +1.9% |
| 3 months | -2.0% | -5.1% |
| 6 months | +2.1% | -3.2% |
| 1 year | -0.4% | -10.2% |
| 3 years (yearly) | +10.7% | +7.4% |
| Since start (yearly) | +10.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,20,437 | +0.6% |
| 3 years | ₹3,60,000 | ₹3,94,939 | +5.8% |
Other plan of this fund: WhiteOak Capital Balanced Hybrid Fund - Regular Plan - Growth