WhiteOak Capital Balanced Hybrid Fund Regular Growth is a Balanced Allocation mutual fund scheme from WhiteOak Capital Asset Management Limited. The fund was launched on 27 October 2023 and is managed by Trupti Agrawal, Dheeresh Pathak, Piyush Baranwal, Ramesh Mantri, and Ashish Agrawal. As of 15 October 2026, the fund has an AUM of ₹292.85 Cr and its latest NAV is ₹13.07. The fund has a Very High Risk risk rating.
The fund allows minimum SIP of ₹100 and lumpsum investment starting from ₹500.
The fund primarily invests in Financial Services, Consumer Cyclical, and Industrials and its top holdings include ICICI Bank Ltd, Bajaj Finance Limited, Rec Limited, HDFC Bank Ltd, and Bajaj Finance Limited. The fund has delivered -0.2% returns over the last 1 year and 9.4% annualised returns since inception.
WhiteOak Capital Balanced Hybrid Fund Regular Growth may be suitable for investors looking for Balanced Allocation and who are comfortable with Very High Risk risk.






