WhiteOak Capital Hybrid Funds
Updated June 2026 · 5 active funds · data from AMFI NAVs
WhiteOak Capital runs 5 hybrid mutual fund schemes tracked on FindMF. The table below ranks them on trailing return, alongside risk metrics and real expense ratios computed independently from AMFI NAVs. Use it to compare WhiteOak Capital's hybrid line-up like for like - it is analysis, not advice. For how every hybrid fund in India compares, see the full category page.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | WhiteOak Capital Multi Asset Allocation Fund WhiteOak Capital | +11.07% | +16.39% | - | 1.74 | -6.1% | 0.42% | ₹6.3K Cr |
| 2 | WhiteOak Capital Balanced Advantage Fund WhiteOak Capital | -0.03% | +11.97% | - | 0.71 | -9.6% | 0.59% | ₹2.1K Cr |
| 3 | WhiteOak Capital Equity Savings Fund WhiteOak Capital | +7.89% | - | - | 0.59 | -3.8% | 0.87% | ₹237 Cr |
| 4 | WhiteOak Capital Arbitrage Fund WhiteOak Capital | +6.94% | - | - | - | -0.2% | 1.87% | ₹975 Cr |
| 5 | WhiteOak Capital Balanced Hybrid Fund WhiteOak Capital | +1.49% | - | - | 0.52 | -8.4% | 0.71% | ₹268 Cr |
Ranked by trailing return (3Y where available, else 1Y) on funds with at least one year of history. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.