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 Date10 Jul 2026

Closing Date22 Jul 2026

Allotment Date27 Jul 2026

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Launch Date10 Jul 2026

Closing Date24 Jul 2026

Allotment Date30 Jul 2026

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Launch Date08 Jul 2026

Closing Date15 Jul 2026

Allotment Date20 Jul 2026

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Groww Nifty Cements Etf – Demat Only

Very High Risk | Equity

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Closing Date22 Jul 2026

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Closing Date15 Jul 2026

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Closing Date13 Jul 2026

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Closing Date17 Jul 2026

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Closing Date17 Jul 2026

Allotment Date23 Jul 2026

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Closing Date17 Jul 2026

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Closing Date08 Jul 2026

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Closing Date19 Jun 2026

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Closing Date19 Jun 2026

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Closing Date24 Mar 2026

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Hsbc Gold Etf – Demat Only

Very High Risk | Equity

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Closing Date18 Mar 2026

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Closing Date13 Mar 2026

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Very High Risk | Equity

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Select Risk Level | Equity

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Dsp Msci India Etf – Demat Only

Low To Moderate Risk | Equity

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Very High Risk | Equity

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

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Testimonial

Genuine Review Form Statisifed Customers

5 Out of 5 (16434 Reviews)

KSquare made mutual fund investing enjoyable. I track everything on one dashboard and have learned a lot through their educational resources. Perfect for professionals.

Sakshi Talreja

Sakshi Talreja

Psychotherapist

I use KSquare to manage my NRI investments. They provide clarity, legal compliance, and reliable support every step of the way. Excellent platform!

Siddharth Jain

Siddharth Jain

Business Owner

Mutual funds were new to me, but KSquare’s team made sure I understood everything. I now invest regularly with confidence and clarity.

Tanvi Desai

Tanvi Desai

Nutrition Consultant

KSquare provides a transparent and smooth mutual fund experience. Their portfolio tools are user-friendly, and I love how effortless it feels to invest monthly.

Ritesh Bansal

Ritesh Bansal

Mechanical Engineer

As someone new to investing, KSquare’s SIP guidance has been incredibly helpful. Their platform is user-friendly, and the support team answered all my questions patiently.

Neha Gupta

Neha Gupta

HR Specialist

I needed quick liquidity, and KSquare's loan service was perfect. No need to sell my investments—just smart access.

Shruti Kulkarni

Shruti Kulkarni

Software Engineer

KSquare’s recommendations are on point. Their mutual fund picks are backed by solid research, and I’ve seen consistent returns over the past year.

Arvind Joshi

Arvind Joshi

Civil Contractor

Thanks to KSquare, my retirement plan feels organized. Their NPS tools and knowledge gave me real confidence in the future.

Tanya Khosla

Tanya Khosla

PR Consultant

KSquare offered expert financial advice tailored to NRI needs. Their responsive team and secure platform earned my trust right away.

Rajat Verma

Rajat Verma

Software Architect

Quick approvals, low documentation, and expert help—KSquare’s loan service is ideal for anyone needing funds quickly.

Priyanka Seth

Priyanka Seth

Fashion Designer

FAQ's

Frequenlty Asked Question

Can I start SIPs with a small monthly amount?

Yes, KSquare allows flexible SIP amounts, enabling anyone to start small and gradually increase investments based on comfort

Can I withdraw funds from my NPS account early?

Partial withdrawals of up to 25% are allowed after 3 years for specific purposes like medical emergencies, education, or house purchase.

What is the National Pension System (NPS)?

NPS is a government-backed retirement savings scheme that lets you invest during your working life and withdraw upon retirement.

How are mutual fund returns calculated?

Returns are based on the Net Asset Value (NAV) movement of the fund and any dividends paid out over time.

What happens if I stop my SIP before maturity?

You can withdraw your invested amount anytime. However, early exits might impact your long-term growth potential.

How does SIP-to-SWP second income planning work?

SIPs help build a corpus first, later converted to monthly withdrawable income through SWP, ensuring reliable financial independence

Will I get tax benefits through SIP investments?

Yes, SIPs in ELSS funds qualify for tax deductions under Section 80C up to ₹1.5 lakh annually.

What is the difference between SIP and lump sum in mutual funds?

SIP involves regular, small investments over time, while lump sum is a one-time larger investment. SIP is better for market averaging.

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.