WhiteOak Capital Balanced Hybrid Fund
NAV : ₹ 13.01 as of 20 January, 2026
Overview
₹ 266.91 Cr
Fund size
₹ 100
Min SIP
₹ 500
Lumpsum
05 October 2023
Launch date
Growth
Fund plan
Regular
Scheme type
Return Calculator
₹ 5,000
Over the past
Total Investment of ₹60,000
Monthly SIP of ₹5,000 would have become ₹62,234 in 1 year with a gain of ₹2,234 (+3.59%)
Disclaimer: Past performance is not an indicator of future returns
Top Holdings
HDFC Bank Ltd. | 4.83% |
ICICI Bank Ltd. | 4.41% |
Bharti Airtel Ltd. | 2.30% |
Mahindra & Mahindra Ltd. | 1.94% |
Maruti Suzuki India Ltd. | 1.57% |
Equity Holding(s) Distribution
Other Scheme Info
Expense Ratio
Inclusive of GST
2.12%
Stamp Duty
0.005%
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 30 days.
0
View Scheme Document
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WhiteOak Capital Balanced Hybrid Fund Managers
List of WhiteOak Capital Mutual Fund's top performing schemes
25.11% | |
18.91% | |
17.20% | |
Fund House
WhiteOak Capital Mutual Fund
Total AUM: 30843.33Cr
WhiteOak Capital Mutual Fund is overseen by WhiteOak Capital Asset Management Limited, a division of the White Oak Capital Group. Founded in June 2017 under the guidance of Mr. Prashant Khemka, White Oak has garnered substantial Foreign Portfolio Investment inflows into India over the past three years. The firm operates in multiple locations, including India, Singapore, Mauritius, the United Kingdom, and Switzerland. As of November 2025, the Assets Under Management (AUM) of the fund house amounted to Rs. 30,843.32 crores.
Learn more about WhiteOak Capital Mutual Fund
Kotak Neo: AMFI-registered Mutual Fund Distributor
FAQ for WhiteOak Capital Balanced Hybrid Fund
Start SIP with just Rs.100
Start SIP with just Rs.100