WhiteOak Capital Aggressive Hybrid Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Aggressive funds is 59.52% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 6.91% .
The fund currently owns more than 128 stocks.
The top 10 holdings account for 40.18% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| 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 | 0.55% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
6.91%
|
|
| 2 |
6.38%
|
||
| 3 |
4.40%
|
||
| 4 | Finance - Banks - Private Sector |
4.14%
|
|
| 5 | Communication Services |
3.70%
|
|
| 6 |
3.45%
|
||
| 7 |
3.40%
|
||
| 8 | Food Processing & Packaging |
2.99%
|
|
| 9 | Consumer Discretionary |
2.49%
|
|
| 10 |
2.32%
|
||
| 11 |
2.30%
|
||
| 12 | Energy |
2.28%
|
AMC: WHITEOAKCAPITAL
Category: Hybrid • Aggressive
Launch Date: 08 Jun 2026
Fund Manager: Mr. Ramesh Mantri
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Moderate Risk
WhiteOak Capital Aggressive Hybrid Fund - Direct Plan 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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