WhiteOak Capital Balanced Hybrid Fund Direct Growth

Scheme code: INF03VN01829 NAV value: ₹ 13.1490 NAV date: 26 August, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Balanced Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year3.9628.3513.8913.89

Rolling return for 1 year

- Average return: 13.89% - Median return: 11.86% - Average standard deviation: 2.68

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 (%)
1 year12,00,00012,51,80451,8044.32

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,51,804 - Absolute Returns: ₹51,804 - CAGR: 4.32%