AMFI - Registered Mutual Fund Distributor

Whiteoak Capital – Aggressive Hybrid Fund – Regular Plan – Growth – Demat/Physical

High Risk | Equity

Fund Overview

Launch Date

08 Jun 2026

End Date

22 Jun 2026

Allotment Date

29 Jun 2026

NAV

₹10

Expense Ratio, Exit Load & Tax

Expense ratio

The expense ratio of the fund is 0.0% for Regular plan as on null.

Exit load

0%

Minimum Investment Amounts

Min. Investment

₹500.00

Minimum Additional Investment (Rs.)

₹100.00

Minimum SIP Investment (Rs.)

₹100.00

Minimum Withdrawal (Rs.)

₹500.00

Fund Managment

Piyush Baranwal

Since Jun 2026

Education

Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.

Experience

Prior to joining WhiteOak Capital Mutual Fund he has worked with BOI AXA, Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).

Fund House & Investment Objective

Whiteoak Capital - Aggressive Hybrid Fund - Regular Plan - Growth - Demat/Physical

The WhiteOak Capital Aggressive Hybrid Fund - Regular Plan - Growth invests primarily in a mix of equity and equity-related instruments for capital appreciation, and debt/money market securities for stability. It is a SEBI-regulated, open-ended scheme available for investment through both physical statements of account (SOA) and dematerialized (Demat) forms.


Investment Objective

The scheme seeks 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.

Fund benchmark

CRISIL Hybrid 35+65 Aggressive Index

Fund House Contact Details

Address

Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400025

Phone

1800 266 3060

Launch Fund Date

08 Jun 2026

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Launch Date23 Jul 2026

Closing Date30 Jul 2026

Allotment Date03 Aug 2026

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Launch Date20 Jul 2026

Closing Date03 Aug 2026

Allotment Date06 Aug 2026

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Launch Date20 Jul 2026

Closing Date28 Jul 2026

Allotment Date31 Jul 2026

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Closing Date29 Jul 2026

Allotment Date04 Aug 2026

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Closing Date29 Jul 2026

Allotment Date04 Aug 2026

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Closing Date28 Jul 2026

Allotment Date03 Aug 2026

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Closing Date22 Jul 2026

Allotment Date27 Jul 2026

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Closing Date24 Jul 2026

Allotment Date30 Jul 2026

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Closing Date15 Jul 2026

Allotment Date20 Jul 2026

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Very High Risk | Equity

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Closing Date22 Jul 2026

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Closing Date13 Jul 2026

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Closing Date20 Jul 2026

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Closing Date17 Jul 2026

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Closing Date17 Jul 2026

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Closing Date06 Jul 2026

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Closing Date24 Mar 2026

Allotment Date27 Mar 2026

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Hsbc Gold Etf – Demat Only

Very High Risk | Equity

Launch Date16 Mar 2026

Closing Date18 Mar 2026

Allotment Date23 Mar 2026

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Closing Date13 Mar 2026

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Very High Risk | Equity

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Dsp Nifty Midcap 150 Etf – Demat Only

Select Risk Level | Equity

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Closing Date08 Dec 2025

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Low To Moderate Risk | Equity

Launch Date10 Nov 2025

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Very High Risk | Equity

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Very High Risk | Equity

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Testimonial

Genuine Review Form Statisifed Customers

4.8 Out of 5 (17306 Reviews)

KSquare helped me borrow against my mutual funds with minimal paperwork. I’m impressed by their speed and support.

Anjali Sharma

Anjali Sharma

HR Executive

KSquare made my NPS journey easy. Their guidance and clear comparison of schemes helped me confidently plan for retirement. I highly recommend their personalized pension support.

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Ritesh Bansal

Mechanical Engineer

FAQ's

Frequenlty Asked Question

Are NFOs safe for first-time investors?

NFOs can be suitable for beginners, but they carry risks. KSquare helps assess fund strategies before you commit.

What is the role of the AMC in a New Fund Offering?

The Asset Management Company (AMC) designs and manages the NFO, ensuring strategy alignment and regulatory compliance.

Can I repatriate funds from my investments through KSquare?

Repatriation is allowed from NRE accounts. Investments via NRO are non-repatriable beyond set RBI limits.

What happens if mutual fund NAV falls after pledging?

A drop in NAV may trigger a margin call. KSquare notifies you early to take corrective actions if needed.

How can I start an NPS account through KSquare?

Simply sign up on KSquare, complete your KYC, and choose your NPS tier and investment preferences to begin investing.

Is there a processing fee for LAMF through KSquare?

A nominal processing fee may apply depending on the lender. KSquare clearly discloses all charges upfront.

Is it legal for NRIs to invest in Indian markets via KSquare?

Absolutely. KSquare complies with all SEBI and RBI guidelines, ensuring legal and secure investments for NRIs.

How do I track my investments from overseas?

KSquare’s online dashboard lets NRIs monitor and manage portfolios 24/7, no matter where they are in the world.

App Store

Ksquare Timeline Pvt. Ltd. is an AMFI Registered Mutual Fund Distributor having ARN No. 146262. Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. This website is intended only for informational and self-help purposes and should not be considered as investment advice or return guarantee. Past performance is not indicative of future results. Terms & Conditions apply.