WhiteOak Capital Aggressive Hybrid Fund Direct Growth

Hybrid

WhiteOak Mutual Fund

Aggressive Allocation

Get the latest NAV of WhiteOak Capital Aggressive Hybrid Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹10.47

▼-0.1%1D

NAV as on 14 Aug 2026

4.62%/per year

Since Inception

Absolute Gain%

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367 people have invested ₹ 58L in WhiteOak Capital Aggressive Hybrid Fund in the last three months

WhiteOak Capital Aggressive Hybrid Fund Performance vs. Aggressive Allocation Index

Fund returns vs Benchmark returns vs Category Average returns as on (14-Aug-26)

The fund has underperformed the benchmark (Aggressive Allocation Index) over the last 1Y, 3Y, 5Y time periods.

Period	1M	3M	6M	1Y	3Y	5Y
This Fund	1.94%	--	--	--	--	--
Aggressive Allocation Index	1.46%	5.76%	2.79%	5.12%	11.1%	9.87%
Aggressive Allocation Avg	1.47%	5.75%	2.44%	5.09%	12.12%	10.9%
Best in Aggressive Allocation	3.64%	10.17%	11.7%	16.44%	18.89%	16.39%
Worst in Aggressive Allocation	-0.22%	3.84%	-3.13%	-1.81%	8.03%	8.46%

Peer comparison

Fund Name	INDmoney Rank	AUM (in Crs.)	Expense Ratio	1Y Returns	3Y Returns	3Y Alpha	3Y Beta	3Y Sharpe	3Y Sortino	3Y Info Ratio
WhiteOak Capital Aggressive Hybrid Fund	-	--	0.55%	-	-	--	--	--	--	--
ICICI Prudential Equity & Debt Fund	1/25	52,433Cr	0.77%	5.95%	15.42%	4.36	1.01	0.79	1.24	1.73
Edelweiss Aggressive Hybrid Fund	2/25	3,907Cr	0.81%	6.69%	15.22%	3.58	1.11	0.69	1.06	1.56
SBI Equity Hybrid Fund	3/25	88,036Cr	0.77%	8.33%	13.85%	2.90	1.03	0.65	1.03	1.14

See all

WhiteOak Capital Aggressive Hybrid Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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WhiteOak Capital Aggressive Hybrid Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio	0.55%
Benchmark	CRISIL Hybrid 35+65 - Agg TR INR
AUM	--
Inception Date	30 June, 2026
Min Lumpsum/SIP	₹100/₹100
Exit Load	0%
Lock In	No Lock-in
TurnOver	0%
Risk	Very High Risk

About WhiteOak Capital Aggressive Hybrid Fund

WhiteOak Capital Aggressive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 30 June, 2026. The fund is managed by Dheeresh Pathak, Trupti Agrawal, Ramesh Mantri, Piyush Baranwal, Ashish Agrawal. This fund gives you the benefit of diversification.

Key Parameters

WhiteOak Capital Aggressive Hybrid Fund has ₹0 Cr worth of assets under management (AUM) as on Aug 2026 and is more than category average.
The fund has an expense ratio 0.6.

Returns

WhiteOak Capital Aggressive Hybrid Fund has given a CAGR return of 4.62% since inception.

Holdings

WhiteOak Capital Aggressive Hybrid Fund has allocated its funds majorly in .

Taxation

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of WhiteOak Capital Aggressive Hybrid Fund

The primary objective of the Scheme is to provide capital appreciation by investing in equity & equity related instruments and stability through debt investment. There is no assurance that the investment objective of the Scheme will be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. WhiteOak Capital Aggressive Hybrid Fund has no lock in period.