NFO Alert: WhiteOak Capital Mutual Fund Launches New Aggressive Hybrid Fund

WhiteOak Capital Mutual Fund has introduced the WhiteOak Capital Aggressive Hybrid Fund, an open-ended hybrid scheme that will invest predominantly in equity and equity-related instruments while allocating a portion of the portfolio to debt securities.  

According to the scheme information document, the fund seeks capital appreciation through equities alongside income and stability from debt investments. 

The NFO is open for subscription from June 8, 2026, to June 22, 2026. 

Allocation Across Asset Classes 

The proposed asset allocation provides for 65% to 80% investment in equity and equity-related instruments, including REITs, while 20% to 35% may be invested in debt securities, money market instruments and government securities.  

The scheme may also allocate up to 10% of its assets to Infrastructure Investment Trusts (InvITs). The benchmark selected for performance comparison is the CRISIL Hybrid 35+65 Aggressive Index. 

Investment Terms 

The scheme will be offered under Direct and Regular plans and will have only a Growth option. The minimum lump sum investment during the New Fund Offer (NFO) period is ₹500, while purchases after reopening can be made from ₹100 onwards.  

Daily, weekly, fortnightly and monthly SIPs can start with ₹100, whereas quarterly SIPs require a minimum investment of ₹500. 

Charges and Facilities 

The scheme does not levy an entry load or exit load. It is to reopen for continuous sale and repurchase within 5 business days from the date of allotment.  

Investors can access facilities including Systematic Investment Plans (SIP), Systematic Transfer Plans (STP), Systematic Withdrawal Plans (SWP), ASBA applications, online transactions and investments through recognised mutual fund and stock exchange platforms. 

Read More: SBI Mutual Fund Acquires 1.27% Stake in Adani Enterprises and ₹958 Crore Worth Shares in Adani Energy Solutions! 

Conclusion 

The WhiteOak Capital Aggressive Hybrid Fund joins the hybrid mutual fund category with a portfolio structure tilted towards equities and a defined debt allocation.  

The scheme document notes that investment returns will depend on market performance, and there is no guarantee that the stated investment objective will be achieved. 

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.   
 
Mutual Fund Investments are subject to market risks, read all the related documents carefully before investing.