WhiteOak Capital Aggressive Hybrid Fund Direct Growth

Fund Overview

Fund Size

Expense Ratio

ISIN

INF03VN01AF8

Minimum SIP

₹100

Exit Load

No Charges

Inception Date

29 Jun 2026

About this fund

WhiteOak Capital Aggressive Hybrid Fund Direct Growth is a Aggressive Allocation mutual fund schemes offered by WhiteOak Capital Mutual Fund. This fund has been in existence for NA, having been launched on 29-Jun-26

You can start investing in WhiteOak Capital Aggressive Hybrid Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹500.

Risk & Performance Ratios

Fund Managers

Piyush Baranwal

Since June 2026

Ramesh Mantri

Since June 2026

Trupti Agrawal

Since June 2026

Dheeresh Pathak

Since June 2026

Ashish Agrawal

Since June 2026

Additional Scheme Details

ISIN

INF03VN01AF8

Expense Ratio

Exit Load

No Charges

Fund Size

Age

0 month

Lumpsum Minimum

₹500

Fund Status

Open Ended Investment Company

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Aggressive Allocation Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
WhiteOak Capital Aggressive Hybrid Fund Regular Growth Very High Risk	-	0.0%	-	-
WhiteOak Capital Aggressive Hybrid Fund Direct Growth Very High Risk	-	0.0%	-	-
HSBC Aggressive Hybrid Fund Direct Growth Very High Risk	0.8%	1.0%	₹5423.98 Cr	5.1%
LIC MF Aggressive Hybrid Fund Direct Growth Very High Risk	1.3%	1.0%	₹508.75 Cr	-1.1%
HDFC Hybrid Equity Fund Direct Growth Very High Risk	1.0%	1.0%	₹22297.10 Cr	-6.7%
HDFC Hybrid Equity Fund Regular Growth Very High Risk	1.6%	1.0%	₹22297.10 Cr	-7.3%
SBI Equity Hybrid Fund Direct Growth Very High Risk	0.7%	1.0%	₹83353.48 Cr	4.4%
Sundaram Aggressive Hybrid Fund Direct Growth High Risk	0.7%	1.0%	₹8484.02 Cr	-2.5%
Nippon India Equity Hybrid Fund Direct Growth Very High Risk	0.9%	1.0%	₹3958.21 Cr	0.9%
JM Equity Hybrid Fund Direct Growth Very High Risk	1.4%	1.0%	₹701.44 Cr	-2.4%
HSBC Aggressive Hybrid Fund Regular Growth Very High Risk	1.9%	1.0%	₹5423.98 Cr	4.0%
Union Hybrid Equity Fund Regular Growth Very High Risk	2.0%	1.0%	₹707.07 Cr	-1.3%
Union Hybrid Equity Fund Direct Growth Very High Risk	1.0%	1.0%	₹707.07 Cr	-0.2%
Bank of India Mid & Small Cap Equity & Debt Direct Growth Very High Risk	0.7%	1.0%	₹1481.51 Cr	7.6%
Bank of India Mid & Small Cap Equity & Debt Regular Growth Very High Risk	1.8%	1.0%	₹1481.51 Cr	6.2%
Mirae Asset Hybrid Equity Fund Regular Growth Very High Risk	1.5%	1.0%	₹9363.48 Cr	1.8%
Mirae Asset Hybrid Equity Fund Direct Growth Very High Risk	0.4%	1.0%	₹9363.48 Cr	3.1%
Kotak Equity Hybrid Fund Regular Growth Very High Risk	1.8%	1.0%	₹8641.94 Cr	2.5%
Kotak Equity Hybrid Fund Direct Growth Very High Risk	0.5%	1.0%	₹8641.94 Cr	3.8%
Invesco India Equity & Bond Fund Regular Growth High Risk	2.0%	1.0%	₹762.44 Cr	-8.5%
Invesco India Equity & Bond Fund Direct Growth High Risk	0.7%	1.0%	₹762.44 Cr	-7.0%
Axis Equity Hybrid Fund Regular Growth High Risk	2.3%	1.0%	₹1451.45 Cr	-2.4%
Axis Equity Hybrid Fund Direct Growth High Risk	1.2%	1.0%	₹1451.45 Cr	-1.3%
Navi Equity Hybrid Fund Direct Growth Very High Risk	0.5%	0.0%	₹110.85 Cr	5.7%
Navi Equity Hybrid Fund Regular Growth Very High Risk	2.1%	0.0%	₹110.85 Cr	3.9%
UTI Hybrid Equity Fund Direct Growth Very High Risk	1.2%	1.0%	₹6524.13 Cr	-0.8%
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Growth Very High Risk	0.9%	1.0%	₹6999.40 Cr	-1.1%
ICICI Prudential Equity & Debt Fund Direct Growth Very High Risk	0.8%	1.0%	₹50367.73 Cr	2.3%
Canara Robeco Equity Hybrid Fund Direct Growth Very High Risk	0.5%	1.0%	₹11023.79 Cr	0.4%
Tata Hybrid Equity Fund Direct Growth Very High Risk	0.8%	0.0%	₹3864.65 Cr	-0.9%
Baroda BNP Paribas Aggressive Hybrid Fund Direct Growth Very High Risk	0.5%	1.0%	₹1239.06 Cr	0.0%
Baroda BNP Paribas Aggressive Hybrid Fund Regular Growth Very High Risk	2.1%	1.0%	₹1239.06 Cr	-1.6%
DSP Equity & Bond Fund Direct Growth High Risk	0.6%	1.0%	₹11581.75 Cr	-4.2%
PGIM India Hybrid Equity Fund Direct Growth High Risk	0.8%	0.0%	₹203.98 Cr	0.1%
Edelweiss Aggressive Hybrid Fund Direct Growth Very High Risk	0.5%	1.0%	₹3627.22 Cr	1.9%
Quant Absolute Fund Direct Growth Very High Risk	0.8%	1.0%	₹2024.48 Cr	11.8%
Franklin India Equity Hybrid Fund Direct Growth Very High Risk	0.8%	1.0%	₹2305.63 Cr	-2.8%
Motilal Oswal Equity Hybrid Fund Direct Growth Very High Risk	0.9%	1.0%	₹417.89 Cr	18.4%
Motilal Oswal Equity Hybrid Fund Regular Growth Very High Risk	2.4%	1.0%	₹417.89 Cr	16.6%
Aditya Birla Sun Life Equity Hybrid '95 Fund Regular Growth Very High Risk	1.5%	1.0%	₹6999.40 Cr	-1.9%
LIC MF Aggressive Hybrid Fund Regular Growth Very High Risk	2.4%	1.0%	₹508.75 Cr	-2.2%
Sundaram Aggressive Hybrid Fund Regular Growth High Risk	1.7%	1.0%	₹8484.02 Cr	-3.5%
JM Equity Hybrid Fund Regular Growth Very High Risk	2.9%	1.0%	₹701.44 Cr	-3.9%
Groww Aggressive Hybrid Fund Direct Growth Very High Risk	2.8%	1.0%	₹50.12 Cr	-1.4%
Groww Aggressive Hybrid Fund Regular Growth Very High Risk	3.7%	1.0%	₹50.12 Cr	-2.5%
ICICI Prudential Equity & Debt Fund Regular Growth Very High Risk	1.2%	1.0%	₹50367.73 Cr	1.7%
Franklin India Equity Hybrid Fund Regular Growth Very High Risk	1.7%	1.0%	₹2305.63 Cr	-3.8%
Shriram Hybrid Equity Fund Regular Growth Very High Risk	2.4%	1.0%	₹48.94 Cr	0.3%
Shriram Hybrid Equity Fund Direct Growth Very High Risk	0.7%	1.0%	₹48.94 Cr	2.1%
DSP Equity & Bond Fund Regular Growth High Risk	1.5%	1.0%	₹11581.75 Cr	-5.2%

About the AMC

WhiteOak Capital Mutual Fund

+91 180030003060

https://mf.whiteoakamc.com/

Total AUM

₹36,501 Cr

Address

1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City, Mumbai

Other Funds by WhiteOak Capital Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
WhiteOak Capital Aggressive Hybrid Fund Direct Growth Very High Risk	-	0.0%	-	-
WhiteOak Capital Consumption Opportunities Fund Direct Growth Very High Risk	0.8%	0.0%	₹103.27 Cr	-
WhiteOak Capital Equity Savings Fund Direct Growth Moderate Risk	1.6%	0.0%	₹242.08 Cr	8.5%
WhiteOak Capital Quality Equity Fund Direct Growth Very High Risk	0.7%	0.0%	₹602.93 Cr	-5.4%
WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Growth Very High Risk	0.7%	0.0%	₹53.03 Cr	-5.7%
WhiteOak Capital Digital Bharat Fund Direct Growth Very High Risk	0.9%	0.0%	₹405.26 Cr	-6.3%
WhiteOak Capital Arbitrage Fund Direct Growth Low Risk	3.4%	0.0%	₹1245.57 Cr	6.8%
WhiteOak Capital Special Opportunities Fund Direct Growth Very High Risk	2.0%	0.0%	₹1538.58 Cr	6.3%
WhiteOak Capital Pharma and Healthcare Fund Direct Growth Very High Risk	0.9%	0.0%	₹602.93 Cr	16.8%
WhiteOak Capital Banking & Financial Services Fund Direct Growth Very High Risk	0.8%	0.0%	₹591.58 Cr	0.4%
WhiteOak Capital Large & Mid Cap Fund Direct Growth Very High Risk	0.8%	0.0%	₹2180.32 Cr	4.6%
WhiteOak Capital Balanced Hybrid Fund Direct Growth Very High Risk	0.7%	0.0%	₹281.66 Cr	2.1%
WhiteOak Capital Multi Cap Fund Direct Growth Very High Risk	0.8%	0.0%	₹3421.36 Cr	5.0%
WhiteOak Capital Large Cap Fund Direct Growth Very High Risk	1.0%	0.0%	₹1163.57 Cr	-0.8%
WhiteOak Capital Liquid Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹567.80 Cr	6.1%
WhiteOak Capital Ultra Short Term Fund Direct Growth Low to Moderate Risk	0.6%	0.0%	₹580.19 Cr	6.0%
WhiteOak Capital Multi Asset Allocation Fund Direct Growth High Risk	0.6%	0.0%	₹7118.26 Cr	13.0%
WhiteOak Capital Tax Saver Fund Direct Growth Very High Risk	1.0%	0.0%	₹450.45 Cr	-0.6%
WhiteOak Capital Mid Cap Fund Direct Growth Very High Risk	0.7%	0.0%	₹5293.04 Cr	12.6%
WhiteOak Capital Flexi Cap Fund Direct Growth Very High Risk	0.6%	0.0%	₹7906.75 Cr	0.7%
WhiteOak Capital Balanced Advantage Fund Direct Growth Very High Risk	1.0%	0.0%	₹2152.37 Cr	1.0%

Risk Level

Your principal amount will be at Very High Risk

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Who manages the WhiteOak Capital Aggressive Hybrid Fund Direct Growth?

The fund managers responsible for WhiteOak Capital Aggressive Hybrid Fund Direct Growth are:-

Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak
Ashish Agrawal

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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WhiteOak Capital Aggressive Hybrid Fund Direct Growth

Fund Overview