InvestVerdict
WhiteOak Capital Balanced Hybrid Fund
Direct Plan · Growth Option · Balanced Hybrid · Scheme code 152132
Fund houseWhiteOak Capital Mutual Fund
CategoryBalanced Hybrid
Plan & optionDirect · Growth Option
History2.8 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 1.41 | 5.42 | 4.79 | 7.39 | — | — | — | — | 12.70 |
| Balanced Hybrid category median |
— | — | — | 28.76 | 17.30 | 15.60 | — | — | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 7.6% | 0.81 | 1.16 | — | — | -8.4% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 88 | 1.5% | 8.6% | 23.7% | 0% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.