TickerKhojWhiteOak Capital Mutual Fund · Hybrid · Balanced Hybrid · Regular plan
WhiteOak Capital Balanced Hybrid Fund - Regular Plan - Growth
₹12.982NAV on 30 Oct 2026Expense ratio 2.25%
29 Oct 2025NAV low 12.19 · high 13.47-2.1%
In plain words
Over 3 years it returned +9.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -8.9%.
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 | -0.7% | +1.9% |
| 3 months | -2.4% | -5.1% |
| 6 months | +1.3% | -3.2% |
| 1 year | -1.9% | -10.2% |
| 3 years (yearly) | +9.0% | +7.4% |
| Since start (yearly) | +9.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,19,296 | -1.0% |
| 3 years | ₹3,60,000 | ₹3,84,940 | +4.2% |
Other plan of this fund: WhiteOak Capital Balanced Hybrid Fund - Direct Plan - Growth