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Fund Overview of Whiteoak Capital Aggressive Hybrid Fund Direct-Growth
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₹607.7 CrAUM
-
₹10.55NAV
-
1.08%Expense Ratio
-
HybridFund Category
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
The total value of your investment
after 10 years will be
₹ 1,39,328.64
Whiteoak Capital Aggressive Hybrid Fund Direct-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 0.64% | NA | 2.67% |
As on Thu Nov 05, 2026
Asset Allocation of Whiteoak Capital Aggressive Hybrid Fund Direct-Growth
equities
72.33%debt instruments
25.09%other assets or cash equivalents
0.97%Large Cap: 64.87%
Mid Cap: 10.10%
Small Cap: 25.03%
Other: 0.00%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now
Whiteoak Capital Aggressive Hybrid Fund Direct-Growth is one Hybrid mutual fund offered by WhiteOak Capital Mutual Fund. Launched on 30 Jun 2026, the fund aims To generate capital appreciation by investing in equity & equity related instruments. Stability through debt investment It manages assets worth ₹607.7 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.08%.
About FundAbout Whiteoak Capital Aggressive Hybrid Fund Direct-Growth
The portfolio allocation consists of 72.33% in equities, 25.09% in debt instruments, 0.97% in other assets or cash equivalents.it has delivered a return of 0.00% in the last year, a total return since inception of 5.51%.
Considering risk tolerance investors often compare best sip plan during the long-term financial strategy.
Whiteoak Capital Aggressive Hybrid Fund Direct-Growth Fund Details
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Whiteoak Capital Aggressive Hybrid Fund Direct-Growth Fund Returns Comparison
Compare Whiteoak Capital Aggressive Hybrid Fund Direct-Growth with other mutual funds in the same category
Whiteoak Capital Aggressive Hybrid Fund Direct-Growth
Bank Of India Aggressive Hybrid Fund Direct-Growth
Bank Of India Aggressive Hybrid Fund Direct-IDCW
Compare more funds
Top Performing Mutual Funds
View More
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from WhiteOak Capital Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Whiteoak Capital Aggressive Hybrid Fund Regular-Growth
|
₹608 | 4.11% | 0.17% | - | - | - |
growth is based on 1-month returns of the fundsWhiteoak Capital Aggressive Hybrid Fund Direct-Growth Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Aggressive Hybrid Fund Direct Plan-Growth |
₹86,163 | ₹354.05 | 13.21% | 9.86% | 12.51% |
| SBI Aggressive Hybrid Fund-Growth |
₹86,163 | ₹317.82 | 12.47% | 9.13% | 11.67% |
| SBI Aggressive Hybrid Fund Direct Plan-IDCW |
₹86,163 | ₹103.60 | 13.21% | 9.86% | 12.51% |
| SBI Aggressive Hybrid Fund-IDCW |
₹86,163 | ₹67.35 | 12.47% | 9.13% | 11.67% |
| ICICI Prudential Aggressive Hybrid Fund Direct-Growth |
₹50,706 | ₹453.78 | 13.73% | 13.59% | 15.40% |
| ICICI Prudential Aggressive Hybrid Fund-Growth |
₹50,706 | ₹405.98 | 13.07% | 12.93% | 14.56% |
| ICICI Prudential Aggressive Hybrid Fund-IDCW Half Yearly |
₹50,706 | ₹24.44 | 13.07% | 12.93% | 14.56% |
| ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly |
₹50,706 | ₹28.14 | 13.73% | 13.59% | 15.40% |
| ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly |
₹50,706 | ₹70.17 | 13.73% | 13.59% | 15.40% |
| ICICI Prudential Aggressive Hybrid Fund-IDCW Monthly |
₹50,706 | ₹42.57 | 13.07% | 12.93% | 14.56% |
View More
Top funds are based on Fund AUM
Whiteoak Capital Aggressive Hybrid Fund Direct-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Others Cblo | Unspecified | 9.03% | ₹48.96 Cr |
| Others Cblo | Unspecified | 9.03% | ₹48.96 Cr |
| Others Cblo | Unspecified | 9.03% | ₹48.96 Cr |
| Others Cblo | Unspecified | 9.03% | ₹48.96 Cr |
| Others Cblo | Unspecified | 9.03% | ₹48.96 Cr |
| Icici Bank Ltd | Financial | 7.05% | ₹42.82 Cr |
| Icici Bank Ltd | Financial | 7.05% | ₹42.82 Cr |
| Icici Bank Ltd | Financial | 7.05% | ₹42.82 Cr |
| Icici Bank Ltd | Financial | 7.05% | ₹42.82 Cr |
| Icici Bank Ltd | Financial | 7.24% | ₹39.25 Cr |
| Icici Bank Ltd | Financial | 7.24% | ₹39.25 Cr |
| Icici Bank Ltd | Financial | 7.24% | ₹39.25 Cr |
| Icici Bank Ltd | Financial | 7.24% | ₹39.25 Cr |
| Icici Bank Ltd | Financial | 7.24% | ₹39.25 Cr |
| Others Cblo | Unspecified | 5.72% | ₹34.74 Cr |
| Others Cblo | Unspecified | 5.72% | ₹34.74 Cr |
| Others Cblo | Unspecified | 5.72% | ₹34.74 Cr |
| Others Cblo | Unspecified | 5.72% | ₹34.74 Cr |
| Bharti Airtel Ltd | Technology | 3.38% | ₹20.53 Cr |
| Bharti Airtel Ltd | Technology | 3.38% | ₹20.53 Cr |
View More
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bank Of India Aggressive Hybrid Fund Direct-Growth |
₹46.64 | 16.08% | 14.23% | - |
| Bank Of India Aggressive Hybrid Fund Direct-IDCW |
₹35.32 | 16.08% | 14.23% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-Growth |
₹30.47 | 17.54% | 13.85% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-IDCW |
₹30.48 | 17.54% | 13.85% | - |
| ICICI Prudential Aggressive Hybrid Fund Direct-Growth |
₹453.78 | 13.73% | 13.59% | - |
| ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly |
₹28.14 | 13.73% | 13.59% | - |
| ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly |
₹70.17 | 13.73% | 13.59% | - |
| ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Yearly |
₹26.62 | 13.73% | 13.59% | - |
| Edelweiss Aggressive Hybrid Fund Direct-Growth |
₹76.83 | 13.94% | 13.31% | - |
| Edelweiss Aggressive Hybrid Fund Direct-IDCW |
₹32.40 | 13.94% | 13.31% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Whiteoak Capital Aggressive Hybrid Fund Direct-Growth
What is the current AUM of Whiteoak Capital Aggressive Hybrid Fund Direct-Growth?
As of Wed Sep 30, 2026, Whiteoak Capital Aggressive Hybrid Fund Direct-Growth manages assets worth ₹607.7 crore
How has Whiteoak Capital Aggressive Hybrid Fund Direct-Growth performed recently?
- 3 Months: 0.64%
- 6 Months: 0.00%
What is the long-term performance of Whiteoak Capital Aggressive Hybrid Fund Direct-Growth?
- Since Inception: 5.51%
What is the portfolio composition of Whiteoak Capital Aggressive Hybrid Fund Direct-Growth?
Equity: 72.33%, Debt: 25.09%, Others: 0.97%.
What is the market-cap allocation of Whiteoak Capital Aggressive Hybrid Fund Direct-Growth?
Large Cap: 64.87%, Mid Cap: 10.10%, Small Cap: 25.03%.
Which are the top companies Whiteoak Capital Aggressive Hybrid Fund Direct-Growth has invested in?
- Others CBLO – 9.03% of the fund's portfolio
- Others CBLO – 9.03% of the fund's portfolio
- Others CBLO – 9.03% of the fund's portfolio
- Others CBLO – 9.03% of the fund's portfolio
- Others CBLO – 9.03% of the fund's portfolio
Which are the major sectors Whiteoak Capital Aggressive Hybrid Fund Direct-Growth focuses on?
- Unspecified – 68.00% of the fund's portfolio
- Financial – 64.37% of the fund's portfolio
- Technology – 6.76% of the fund's portfolio
View more FAQ's
