WhiteOak Capital Balanced Hybrid Fund (Direct)
WhiteOak Capital Mutual Fund · benchmark: 50% Nifty 50 TRI + 50% bond funds · 3.0 years old · AMFI code 152132
Tax: Taxed as a non-equity, non-debt fund: gains on units held over two years at 12.5%; within two years, at your slab rate.
B (middle of the peer group), score 34.1 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 4.5% | 3.6% | +0.9% | 1 / 2 |
| 1 year | 3.8% | 2.0% | +1.9% | 2 / 2 |
| 3 years (a year) | 11.5% | 8.8% | +2.8% | 1 / 2 |
| 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.
Similar funds
Common questions
What is the NAV of WhiteOak Capital Balanced Hybrid Fund (Direct plan)?
₹14.09 on 6 Nov 2026 (Growth option).
What is the expense ratio of WhiteOak Capital Balanced Hybrid Fund (Direct)?
0.71% a year; the Regular plan's is 2.25%.
What return has WhiteOak Capital Balanced Hybrid Fund given over 3 years?
11.5% a year (Direct plan) over the 3 years to 6 Nov 2026, against 8.8% for its composite benchmark (50% Nifty 50 TRI + 50% bond funds).
How is WhiteOak Capital Balanced Hybrid Fund taxed?
Taxed as a non-equity, non-debt fund: gains on units held over two years at 12.5%; within two years, at your slab rate.
How is WhiteOak Capital Balanced Hybrid Fund rated?
B: 2 of 2 Direct plans in Balanced Hybrid, on its track record. This describes the past and is not a recommendation.
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.