WhiteOak Mutual Fund

WhiteOak Capital Aggressive Hybrid Fund Regular Plan Growth

WhiteOak Mutual Fund

Expense Ratio: 29.61
Risk: Very High
Hybrid Schemes - Aggressive Hybrid Fund
Plan: Regular
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Inception: 08-06-2026
Exit Load: Nil
Fund Size:₹372.65 Cr

Performance

1Y
FundN/A
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2Y
FundN/A
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3Y
FundN/A
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5Y
FundN/A
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10Y
FundN/A
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SI
Fund0.86%
Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

No available Data

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI07 Jul, 262000019747-1.3%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI01 Jul, 261 L.1.01 L.+0.9%N/A

SIP Calculator

Visualize how small monthly investments grow over time.

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Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

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Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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