WhiteOak Capital Aggressive Hybrid Fund Direct-Growth

Fund Card download factsheet

Value Research Rating

Unrated

Our Opinion

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Riskometer

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Very High

Returns

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Calculate SIP Returns of WhiteOak Capital Aggressive Hybrid Fund Direct-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

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This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of WhiteOak Capital Aggressive Hybrid Fund Direct-Growth

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Other details of WhiteOak Capital Aggressive Hybrid Fund Direct-Growth

Assets

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₹-- Cr

Exit Load (Days)

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--

Min. Investment (₹)

500

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

100

Min. No of Cheques

6

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About WhiteOak Capital Aggressive Hybrid Fund Direct-Growth

WhiteOak Capital Aggressive Hybrid Fund Direct-Growth is a hybrid mutual fund scheme of WhiteOak Capital Mutual Fund. Launched on June 22, 2026, it is currently managed by Piyush Baranwal, Ashish Agrawal, Ramesh Mantri, Trupti Agrawal and Dheeresh Pathak. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.

WhiteOak Capital Aggressive Hybrid Fund - Direct Plan invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.

Suitability

Aggressive Hybrid funds are suitable for investors:

  • Looking to invest mostly in equity (~75%) with a small debt allocation (~25%) for moderately high returns
  • Aiming for long-term wealth creation
  • With a 5-8 year investment horizon
  • Who are new/unfamiliar with market's ups and downs

Note:

  • Invest only through SIP
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FAQ for WhiteOak Capital Aggressive Hybrid Fund Direct-Growth

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of WhiteOak Capital Aggressive Hybrid Fund Direct-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, WhiteOak Capital Aggressive Hybrid Fund Direct-Growth can be bought from the WhiteOak Capital Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

Over the past five years, WhiteOak Capital Aggressive Hybrid Fund Direct-Growth has delivered an annualised return of % as of 31-May-2026.

The minimum investment required to start investing in WhiteOak Capital Aggressive Hybrid Fund Direct-Growth is ₹500 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.