Whiteoak Capital Balanced Hybrid Fund Regular Plan Growth

Balanced HybridHybrid Rank 3 of 3

NAV · Regular-Growth

—-0.02-0.15%

As of — · AMFI

NAV growth+4.6%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 1 periods ahead

Consistency

Strong

positive in 3 of 3 years

Trails its Balanced Hybrid category on 1Y.

1Y return

+4.6%

-1.3 vs cat

3Y CAGR

—

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

—

3Y std dev

NAV history

Showing Regular · Growth · INF03VN01811

NAV (Direct-Growth)

₹13.4240

Last 1Y

+4.61%

Aug 25Min ₹12.19 · Max ₹13.46 · 243 ptsAug 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.19%	-0.32%	2/ 4
1M	+1.04%	+0.91%	2/ 3
3M	+5.29%	+5.57%	3/ 3
6M	+2.24%	+3.32%	3/ 3
YTD	+1.34%	+2.77%	3/ 3
1Y	+4.61%	+5.88%	3/ 3
2Y	+4.98%	+5.75%	3/ 3

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

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