WhiteOak Capital Aggressive Hybrid Fund

AMC: WHITEOAKCAPITAL Moderate Risk Hybrid Aggressive

📊 Quick Summary Of This Page

WhiteOak Capital Aggressive Hybrid Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
2.10%
Expense Ratio
Mr. Ramesh Mantri
Fund Manager
Growth
Plan Type
08 Jun 2026
Launch Date
0%
Exit Load
NAV Momentum
Fund Analysis

WhiteOak Capital Aggressive Hybrid Fund does not yet have a 5-year performance history.

The average return for Aggressive funds is 59.52% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return N/A -3.09%
2 Year Return N/A 8.90%
3 Year Return N/A 24.89%
4 Year Return N/A 44.78%
5 Year Return N/A 59.52%
6 Year Return N/A 94.54%
7 Year Return N/A 119.15%
Expense Ratio 2.10% -
NAV History
Fund Information

AMC: WHITEOAKCAPITAL

Category: Hybrid • Aggressive

Launch Date: 08 Jun 2026

Fund Manager: Mr. Ramesh Mantri

Minimum Purchase: ₹100

Exit Load:

Lock-in: 0

Risk: Moderate Risk

About This Fund

WhiteOak Capital Aggressive Hybrid Fund is managed by WHITEOAKCAPITAL and belongs to the Hybrid category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

WhiteOak Capital Aggressive Hybrid Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of WhiteOak Capital Aggressive Hybrid Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

WhiteOak Capital Aggressive Hybrid Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in WhiteOak Capital Aggressive Hybrid Fund, based on the latest portfolio data.

WhiteOak Capital Aggressive Hybrid Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of WhiteOak Capital Aggressive Hybrid Fund is , which represents the annual cost charged for managing the fund.

WhiteOak Capital Aggressive Hybrid Fund manages assets worth approximately , representing the total investor capital under management.

WhiteOak Capital Aggressive Hybrid Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

WhiteOak Capital Aggressive Hybrid Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, WhiteOak Capital Aggressive Hybrid Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

WhiteOak Capital Aggressive Hybrid Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing WhiteOak Capital Aggressive Hybrid Fund and making investment decisions.

Yes, WhiteOak Capital Aggressive Hybrid Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

WhiteOak Capital Aggressive Hybrid Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of WhiteOak Capital Aggressive Hybrid Fund to estimate returns and wealth creation over different time periods.