WhiteOak Capital Balanced Hybrid Fund - Direct Plan - Growth

Scheme Objective

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.

Scheme Details

• Fund manager(s) – Trupti Agrawal , Shariq Merchant , Dheeresh Kumar Pathak , Piyush Baranwal , Ramesh Mantri
• Launch date – 27-Oct-2023
• Expense ratio – 0.61% as declared on 31-Oct-2025 (category average is 0.53%)
• Benchmark - CRISIL Hybrid 50+50 - Moderate Index

• Min SIP amount - ₹
• Min investment amount (one time- first time) - ₹
• Min investment amount (addtional purchase) - ₹
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

WhiteOak Capital Balanced Hybrid Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges.

Tax Rate

Please check with your Tax Advisor.

Contact Details