WhiteOak Capital Aggressive Hybrid Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹435 Cr

Lock In Period

N/A

Expense Ratio

29.61

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(%)
1M2.150.93126.76
6M0.003.02126.76
1Y0.005.85126.76
3Y0.0014.97126.76

Portfolio Analysis

  • Equity: 72.27%
  • Debt: 26.46%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited6.91%
2. HDFC Bank Limited4.14%
3. Kotak Mahindra Bank Limited1.35%
4. Axis Bank Limited0.32%
5. City Union Bank Limited0.24%
6. The South Indian Bank Limited0.22%
7. Karur Vysya Bank Limited0.21%

1. Torrent Pharmaceuticals Limited1.61%
2. Cipla Limited1.35%
3. Corona Remedies Limited0.47%
4. Ajanta Pharma Limited0.33%
5. Neuland Laboratories Limited0.31%
6. Mankind Pharma Limited0.27%
7. Gland Pharma Limited0.23%
8. Acutaas Chemicals Limited0.20%
9. Sudeep Pharma Limited0.15%

1. Coforge Limited0.90%
2. Tech Mahindra Limited0.84%
3. Persistent Systems Limited0.55%
4. Billionbrains Garage Ventures Ltd0.50%
5. Tata Consultancy Services Limited0.49%
6. Infosys Limited0.39%
7. Oracle Financial Services Software Limited0.28%
8. TBO Tek Limited0.26%
9. Intellect Design Arena Limited0.14%

1. Mahindra & Mahindra Limited2.49%
2. Maruti Suzuki India Limited1.58%

1. Bharti Airtel Limited3.70%

1. Nestle India Limited2.99%
2. Orkla India Limited0.10%

1. Bajaj Finance Limited0.93%
2. Muthoot Finance Limited0.74%
3. Five Star Business Finance Limited0.40%
4. Cholamandalam Investment and Finance Company Ltd0.29%
5. IIFL Finance Limited0.26%

1. Max Healthcare Institute Limited0.80%
2. Krishna Institute Of Medical Sciences Limited0.44%
3. Dr. Lal Path Labs Limited0.32%
4. Fortis Healthcare Limited0.28%
5. Vijaya Diagnostic Centre Limited0.26%
6. Rainbow Childrens Medicare Limited0.23%
7. Jupiter Life Line Hospitals Limited0.20%

1. Eternal Limited2.10%
2. Cartrade Tech Limited0.22%

1. Reliance Industries Limited2.28%

1. State Bank of India2.02%

1. Titan Company Limited1.69%

1. Aadhar Housing Finance Limited0.58%
2. India Shelter Finance Corporation Limited0.38%
3. PNB Housing Finance Limited0.21%
4. Repco Home Finance Limited0.20%

1. Bharat Electronics Limited1.31%

1. Omnitech Engineering Limited0.47%
2. Bharat Heavy Electricals Limited0.34%
3. Ajax Engineering Limited0.28%
4. TD Power Systems Limited0.19%

1. Juniper Green Energy Ltd.0.71%
2. NTPC Limited0.56%

1. Max Financial Services Limited0.59%
2. Computer Age Management Services Limited0.25%
3. 360 One WAM Limited0.22%
4. Prudent Corporate Advisory Services Limited0.18%

1. Hindalco Industries Limited0.74%
2. Vedanta Aluminium Metal Limited0.49%
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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 ₹435 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 29.61. 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
Union Childrens Fund Growth091 CR2.61
IDFC Equity Savings Fund Plan B Growth0375 CR1.38
Quantum Multi Asset Allocation Fund Growth058 CR1.99
WhiteOak Capital Aggressive Hybrid Fund Growth0435 CR29.61
Fund Name1Y3Y
This FundUnion Childrens Fund Growth7.21310
This FundIDFC Equity Savings Fund Plan B Growth
This FundQuantum Multi Asset Allocation Fund Growth5.16190
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 29.61. 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 : 2.15%
  • 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 ₹ 10.478 as on Aug 28,2026. 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 ₹435 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.