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WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth
Balanced HybridHigh riskDirect plan
NAV over time
Returns
Calendar year returns
How the NAV moved in each calendar year, newest first. The inception year and the current, still open year are only part years and are marked as such.
Risk and volatility
Computed in-house from this scheme's NAV history. These describe past behaviour only and are not a judgement of the fund or a recommendation.
Category comparison
This fund next to the plain average of the balanced hybrid funds we track. This is our tracked set, not the whole category, and it is a factual comparison, not a ranking.
Rolling returns
Every rolling 3y holding period in the fund's history, annualized.
Other balanced hybrid funds
Sorted by your choice, not ranked by us.
Past performance is not indicative of future returns. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Portfolio overlap
The share of two funds' portfolios held in common stocks, by weight, from their latest disclosed holdings. A plain fact, not a suggestion to buy or drop either fund.
Taxation
- Tax depends on how much equity the scheme holds. A scheme with 65% or more in Indian equity is taxed like an equity fund; one with less is taxed like a debt fund. A fund of funds follows the tax of what it invests in. Check this fund's actual allocation or its scheme document.
- Equity taxation: under 12 months at 20%, 12 months or more at 12.5% with the first ₹1,25,000 of long-term gains exempt each year.
- Debt taxation: gains are added to your income and taxed at your slab rate.
This is general information, not tax advice. Tax rules change and depend on your own situation and the tax regime you choose. Please confirm with a qualified tax adviser before you act.
What a balanced hybrid fund is
Hold a mix of shares and bonds to soften the ride between pure equity and pure debt.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. This page shows factual scheme attributes for education only. It is not investment advice and not a recommendation to buy this or any fund. NAV and returns are served live; nothing here is a fabricated figure.