WhiteOak Capital Balanced Hybrid Fund Direct Growth

WhiteOak Capital Balanced Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 27 October, 2023. The fund is managed by Piyush Baranwal. This fund gives you the benefit of diversification.

1. WhiteOak Capital Balanced Hybrid Fund Direct Growth has ₹184 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
2. The fund has an expense ratio 0.7.
   

WhiteOak Capital Balanced Hybrid Fund Direct Growth has given a CAGR return of 17.59% since inception. Over the last 1 year the fund has given a CAGR return of 9.67%.

WhiteOak Capital Balanced Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Consumer Cyclical, Tech, Industrial, Corporate, Communication, Health, Basic Materials, Consumer Defensive, Energy, Utilities.

As it is a balanced 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).

The investment objective of the Scheme is to provide long term capital appreciation and generate income by investing in a balanced portfolio of equity & equity related instruments and debt & money market securities. However, there is no assurance that the investment objective of the Scheme will be realized.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. WhiteOak Capital Balanced Hybrid Fund Direct Growth has no lock in period.