WhiteOak Capital Aggressive Hybrid Fund (Regular)
WhiteOak Capital Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 0.4 years old · AMFI code 154393
Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.
Not rated yet: a rating needs at least 3 years of history (1 year for index funds).
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | – | – | – | – |
| 1 year | – | – | – | – |
| 3 years (a year) | – | – | – | – |
| 5 years (a year) | – | – | – | – |
Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of WhiteOak Capital Aggressive Hybrid Fund (Regular plan)?
₹10.58 on 6 Nov 2026 (Growth option).
What is the expense ratio of WhiteOak Capital Aggressive Hybrid Fund (Regular)?
2.87% a year; the Direct plan's is 1.07%.
How is WhiteOak Capital Aggressive Hybrid Fund taxed?
Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.
Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from WhiteOak Capital Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.