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WhiteOak Capital Balanced Hybrid Fund - Direct Plan - Growth Option
Balanced Hybrid · Hybrid
WhiteOak Capital Balanced Hybrid Fund - Direct Plan - Growth Option
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.75
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.93
Downside-only Sharpe
Max Drawdown
-8.4%
Peak-to-trough · full history
Vol (3Y)
7.8%
Annualised σ of daily returns
Positive Days
57%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.75). Its worst peak-to-trough drop over the full history was 8.4% (small drawdowns) between 2025-11-20 and 2026-03-23. About 57% of trading days closed up. Profile: smooth NAV path.
YTD
+0.8%
Calendar YTD
1 Year
+2.4%
Trailing 12 mo
3 Year
—
CAGR
5 Year
—
CAGR
10 Year
—
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
Not enough NAV history yet to compute rolling windows. Fund needs at least 3 years on file.
🏁 Peer Comparison · Top in Balanced Hybrid
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option
Reliance Mutual Fund
|
+0.0% | +0.0% | +0.0% | — |
|
Sundaram Equity Hybrid Fund
Sundaram Mutual Fund
|
+0.0% | +0.0% | +0.4% | — |
|
WhiteOak Capital Balanced Hybrid Fund (this fund)
WhiteOak Capital Mutual Fund
|
+2.4% | — | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.