Balanced Hybrid
White Oak Capital - Balanced Hybrid Fund · Direct · Growth
NAV
₹13.5620
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +3.92%
- 3Y
- —
- 5Y
- —
- Since Inception
- +12.24%
SIP returns (XIRR)
- 1Y
- +3.56%
- 3Y
- —
- 5Y
- —
- Since Inception
- +7.47%
Performance Comparison
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View all Balanced Hybrid fundsFund Details
Fund HouseWhiteOak Capital Mutual Fund
CategoryBalanced Hybrid
Launch Date27 Oct 2023
AMFI Code152132
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit LoadExit Load In respect of each purchase / switch-in of Units
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
Investment Objective
White Oak Capital - Balanced Hybrid Fund · Direct · Growth invests 40-60% each in equity and debt instruments, aiming to provide balanced returns with lower volatility. The fund is suitable for investors seeking a single-fund solution with moderate risk and income generation.
About This Fund
White Oak Capital - Balanced Hybrid Fund · Direct · Growth is a Balanced Hybrid mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 2 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations