WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth

Q: What kind of returns does WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth provide?

WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth aims to generate capital appreciation by investing mainly in public sector undertakings (PSUs). Historically, its returns have often shown moderate to high growth rate depending on market conditions. WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth had a return of 4.99% over the past 1 year.

Q: How much expense ratio is charged by WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth?

The expense ratio for WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth, or any other mutual fund, is the yearly fee you pay for managing your investments. As of 04 Sept 2025, the expense ratio charged by WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth is typically around undefined %. This fee covers fund management, administrative, and other operational costs. It is relatively low compared to actively managed funds, reflecting its direct growth option.

Q: What is the AUM of WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth?

As of 04 Sept 2025, the Assets Under Management (AUM) of WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth is approximately ₹205.7304 crore. The AUM can fluctuate based on market conditions and investor activity. It indicates the total value of assets managed by the fund.

Q: What is the NAV of WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth?

The Net Asset Value (NAV) of WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth is updated daily and reflects the per-unit value of the fund's assets. As of 04 Sept 2025 , the NAV is around undefined per unit, but this value might change based on market performance and fund holdings.

Q: What is the PE and PB ratio of WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth?

The PE ratio for WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth is 23.1 and the PB ratio is 4.55. The PE ratio is calculated by dividing the market price by the earnings per share, whereas the PB ratio is calculated by dividing the stock price by the book value per share.

Q: What is the exit load of WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth?

The exit load for WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth is undefined% if units are redeemed within 30 days from the date of investment. After this period, no exit load is applicable. This fee is charged to discourage short-term trading and ensure long-term investment.

Hybrid

NAV

₹ 13.25

CAGR (3 Years)

AUM (Cr)

₹ 205.73

Risk

High Risk

About WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth

The investment objective of the Scheme is to provide long term capital appreciation and generate income by investing in a balanced portfolio of equity & equity related instruments and debt & money market securities. However, there is no assurance that the investment objective of the Scheme will be r