Which funds are similar to WhiteOak Capital Balanced Hybrid Fund Direct-Growth?
Funds similar to WhiteOak Capital Balanced Hybrid Fund Direct-Growth in the Hybrid: Balanced Hybrid category include UTI Retirement Fund Direct, UTI Childrens Hybrid Fund-Direct Plan, and 360 ONE Balanced Hybrid Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of WhiteOak Capital Balanced Hybrid Fund Direct-Growth in its category?
The category rank of WhiteOak Capital Balanced Hybrid Fund Direct-Growth is shown in the Trailing Returns section above.
How does WhiteOak Capital Balanced Hybrid Fund Direct-Growth's expense ratio compare to similar funds?
WhiteOak Capital Balanced Hybrid Fund Direct-Growth has an expense ratio of 0.71%. The peers UTI Retirement Fund Direct has an expense ratio of 1.16% and UTI Childrens Hybrid Fund-Direct Plan has 1.52%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does WhiteOak Capital Balanced Hybrid Fund Direct-Growth's AUM compare to similar funds?
WhiteOak Capital Balanced Hybrid Fund Direct-Growth has an AUM of ₹295.21 crore. The peers UTI Retirement Fund Direct has an AUM of ₹4,725.26 crore and UTI Childrens Hybrid Fund-Direct Plan has ₹4,421.9 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Balanced Hybrid?
The top performing fund in the Hybrid: Balanced Hybrid category on a 3-year basis is UTI Retirement Fund Direct with a CAGR of 9.03% as of 6 Sep 2026. WhiteOak Capital Balanced Hybrid Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does WhiteOak Capital Balanced Hybrid Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of WhiteOak Capital Balanced Hybrid Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.
