WhiteOak Capital Aggressive Hybrid Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

WhiteOak Capital Aggressive Hybrid Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹542 Cr

Lock In Period

N/A

Expense Ratio

3.7

Exit Load

Nil

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

WhiteOak Capital Aggressive Hybrid Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.41-0.27126.76
6M0.003.81126.76
1Y0.004.42126.76
3Y0.0014.50126.76

Portfolio Analysis

  • Equity: 69.39%
  • Debt: 29.00%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI Bank Limited7.24%
2. HDFC Bank Limited3.00%
3. Kotak Mahindra Bank Limited1.58%
4. Axis Bank Limited1.08%
5. City Union Bank Limited0.21%
6. The South Indian Bank Limited0.17%
7. Karur Vysya Bank Limited0.17%

1. Torrent Pharmaceuticals Limited1.53%
2. Cipla Limited1.04%
3. Corona Remedies Limited0.37%
4. Neuland Laboratories Limited0.30%
5. Ajanta Pharma Limited0.28%
6. Gland Pharma Limited0.21%
7. Mankind Pharma Limited0.21%
8. Acutaas Chemicals Limited0.17%
9. Sudeep Pharma Limited0.16%

1. Tech Mahindra Limited0.84%
2. Coforge Limited0.83%
3. Infosys Limited0.49%
4. Tata Consultancy Services Limited0.48%
5. Persistent Systems Limited0.44%
6. Billionbrains Garage Ventures Ltd0.40%
7. Oracle Financial Services Software Limited0.25%
8. TBO Tek Limited0.24%
9. Intellect Design Arena Limited0.11%

1. Mahindra & Mahindra Limited2.39%
2. Maruti Suzuki India Limited1.46%

1. Bharti Airtel Limited3.34%

1. Nestle India Limited3.01%
2. Orkla India Limited0.08%
3. Milky Mist Dairy Food Limited0.04%

1. Molbio Diagnostics Limited0.90%
2. Max Healthcare Institute Limited0.61%
3. Krishna Institute Of Medical Sciences Limited0.33%
4. Dr. Lal Path Labs Limited0.26%
5. Vijaya Diagnostic Centre Limited0.24%
6. Fortis Healthcare Limited0.21%
7. Rainbow Childrens Medicare Limited0.17%
8. Jupiter Life Line Hospitals Limited0.14%

1. Bajaj Finance Limited0.78%
2. Muthoot Finance Limited0.71%
3. Cholamandalam Investment and Finance Company Ltd0.52%
4. Five Star Business Finance Limited0.31%
5. Aye Finance Limited0.24%
6. IIFL Finance Limited0.22%

1. Eternal Limited2.10%
2. Cartrade Tech Limited0.19%
3. Shiprocket Limited0.05%

1. State Bank of India2.21%

1. Reliance Industries Limited2.09%

1. Titan Company Limited1.52%

1. Hindalco Industries Limited0.83%
2. Vedanta Aluminium Metal Limited0.47%

1. Bharat Electronics Limited1.22%

1. Juniper Green Energy Limited0.75%
2. NTPC Limited0.42%

1. Asian Paints Limited0.71%
2. Indigo Paints Limited0.23%
3. Berger Paints (I) Limited0.22%

1. Aadhar Housing Finance Limited0.53%
2. India Shelter Finance Corporation Limited0.27%
3. PNB Housing Finance Limited0.19%
4. Repco Home Finance Limited0.15%

1. Omnitech Engineering Limited0.35%
2. Bharat Heavy Electricals Limited0.30%
3. Ajax Engineering Limited0.22%
4. TD Power Systems Limited0.21%

1. Larsen & Toubro Limited1.07%
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About Fund WhiteOak Capital Aggressive Hybrid Fund Growth

WhiteOak Capital Aggressive Hybrid Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹542 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 3.7. Under the expert guidance of Ramesh Mantri ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ramesh Mantri

Mr. Ramesh Mantri holds MBA, CFA and CA. His prior assignments include White Oak Capital Management LLP, Ashoka Capital Advisers, Smith Management-Mumbai Office and CRISIL.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Bandhan Retirement Fund Growth0181 CR2.56
IDFC Arbitrage Fund Plan B Growth03,418 CR1
PGIM India Retirement Fund Growth0108 CR2.6
Quantum Multi Asset Allocation Fund Growth059 CR2.02
WhiteOak Capital Aggressive Hybrid Fund Growth0542 CR3.7
Fund Name1Y3Y
This FundBandhan Retirement Fund Growth-2.6390
This FundIDFC Arbitrage Fund Plan B Growth
This FundPGIM India Retirement Fund Growth-0.97170
This FundQuantum Multi Asset Allocation Fund Growth-0.25510
This FundWhiteOak Capital Aggressive Hybrid Fund Growth00

WhiteOak Capital Aggressive Hybrid Fund Growth FAQs

WhiteOak Capital Aggressive Hybrid Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of WhiteOak Capital Aggressive Hybrid Fund Growth is 3.7. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

WhiteOak Capital Aggressive Hybrid Fund Growth’s fund performance is as follows:
  • 1 Month : -1.41%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of WhiteOak Capital Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 10.288 as on Sep 21,2026. Since inception, the return has been 0.00%.

You can invest in WhiteOak Capital Aggressive Hybrid Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of WhiteOak Capital Aggressive Hybrid Fund Growth is ₹542 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in WhiteOak Capital Aggressive Hybrid Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.