WhiteOak Capital Balanced Hybrid Fund Direct Growth
Scheme code: INF03VN01829
NAV value:
₹ 13.0560
NAV date: 18 March, 2026
TER: 0.56%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Balanced Hybrid Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | 2.30 | 25.07 | 9.73 | 10.90 | 9.8 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,58,186 - Absolute Returns: ₹58,186 - CAGR: %Drawdown Metrics
Max Drawdown
-8.29 %
Drawdown Duration
5 months
Recovery Time
3 months
Avg Drawdown
-1.42 %
Calmar Ratio by Duration
1
Y
1.3143