RM
Ramesh MantriLead
Since Jun 2026
AUM managed
₹41,869.53Cr
Tenure
Since Jun 2026
Funds
20
WhiteOak Capital Aggressive Hyb Reg Gr
Aggressive Hybrid FundWhiteOak Capital Mutual Fund
NAV
₹10.21
+0.07% today
AUM
₹0.00
Fund size
Expense
29.61%
Regular plan
Min SIP
₹100
per month
Min Lumpsum
₹500
one-time
Exit Load
0.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkCRISIL Hybrid 35+65 - Agg TR INR (100%)
Number of holdings122
Inception29 Jun 2026
Exit load0.0
Risk metrics
Alpha0
Beta0
Sharpe ratio0
Standard deviation0.00%
Sortino ratio0
Capital gains tax
Hybrid
STCG · short-term
20%Short-term gains taxed at 20%
Equity-oriented hybrid fund gains apply when units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Equity-oriented hybrid fund gains apply when units are sold after 12 months.
Hybrid fund taxation depends on equity orientation and holding period; this scheme is treated as equity-oriented.
Fund managers
About WhiteOak Capital Aggressive Hyb Reg Gr
WhiteOak Capital Aggressive Hyb Reg Gr is an open-ended Aggressive Hybrid Fund mutual fund scheme offered by WhiteOak Capital Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹10.21 per unit and the scheme manages ₹0.00 in assets under management. The fund charges an expense ratio of 29.61% and is benchmarked against CRISIL Hybrid 35+65 - Agg TR INR (100%). SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
The primary objective of the Scheme is to provide capital appreciation by investing in equity & equity related instruments and stability through debt investment. There is no assurance that the investment objective of the Scheme will be achieved.
Regular Plan · Growth option · NAV as of 15 Sept 2026
WhiteOak Capital Aggressive Hyb Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -2.29% | -2.19% |
| 3 months | 0.00% | +4.07% |
| 6 months | 0.00% | +4.63% |
| 1 year | 0.00% | +1.40% |
| 3 years | 0.00% | +9.93% |
| 5 years | 0.00% | +9.67% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | +0.70% |
| 3 months | 0.00% | +4.43% |
| 6 months | 0.00% | +2.89% |
| 1 year | 0.00% | +5.30% |
| 3 years | 0.00% | +35.54% |
| 5 years | 0.00% | +56.16% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
WhiteOak Capital Aggressive Hyb Reg Gr — frequently asked questions
What is the NAV of WhiteOak Capital Aggressive Hyb Reg Gr?
The latest net asset value (NAV) of WhiteOak Capital Aggressive Hyb Reg Gr is ₹10.21 per unit, +0.07% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What is the expense ratio of WhiteOak Capital Aggressive Hyb Reg Gr?
WhiteOak Capital Aggressive Hyb Reg Gr charges an expense ratio of 29.61% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is WhiteOak Capital Aggressive Hyb Reg Gr?
SEBI's riskometer classifies WhiteOak Capital Aggressive Hyb Reg Gr as Very High Risk, which is typical for a Aggressive Hybrid Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in WhiteOak Capital Aggressive Hyb Reg Gr?
You can start a SIP in WhiteOak Capital Aggressive Hyb Reg Gr from ₹100 per month, and the minimum lumpsum investment is ₹500.
Who manages WhiteOak Capital Aggressive Hyb Reg Gr?
WhiteOak Capital Aggressive Hyb Reg Gr is managed by WhiteOak Capital Mutual Fund, holds ₹0.00 in assets under management and invests across 122 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- WhiteOak Capital Mutual Fund
- Scheme category
- Hybrid
- Scheme sub-category
- Aggressive Hybrid Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF03VN01AG6
- Scheme code
- FS0000KVLG
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