WhiteOak Capital Balanced Advantage Fund Regular Growth
3Y Annualised
10.83%
-0.33% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.67%
-0.33% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
6 years 9 months
8 years 10 months
9 years 7 months
Fund info
Fund size
₹2264.63 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹500
Exit load
0%
NIL
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Balanced Advantage Fund Quarterly Payout of Inc Dist cum Cap Wdrl
2nd
ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
3rd
Motilal Oswal Balance Advantage Fund Direct Plan Annual Payout of Income Distribution cum cptl wdrl
4th
Motilal Oswal Balance Advantage Fund Direct Plan Annual Reinvestment of Income Dis cum cptl wdrl
5th
Motilal Oswal Balance Advantage Fund Direct Plan Growth Option
25th
WhiteOak Capital Balanced Advantage Fund Regular Growth
Fund Managers
About WhiteOak Capital Balanced Advantage Fund Regular Growth
WhiteOak Capital Balanced Advantage Fund Regular Growth is a Allocation mutual fund scheme from WhiteOak Capital Asset Management Limited. This fund has been in existence for 3 years, having been launched on 2023-02-10. WhiteOak Capital Balanced Advantage Fund Regular Growth has ₹2264.63 Cr worth of assets under management (AUM) as of Thu Sep 03 2026. The latest Net Asset Value (NAV) of WhiteOak Capital Balanced Advantage Fund Regular Growth as of Wed Sep 02 2026 is ₹14.909. The fund has an expense ratio of 2.27%, which is medium comparable to most other Allocation funds.
WhiteOak Capital Balanced Advantage Fund Regular Growth returns for the last 1 year are 4.75%. Since launch, it has delivered 11.87% average annual returns.
The WhiteOak Capital Balanced Advantage Fund Regular Growth has the majority of its money invested in Financial Services, Communication Services, Real Estate, Technology, Consumer Defensive, Consumer Cyclical, Energy sectors.
Top 5 Holdings of WhiteOak Capital Balanced Advantage Fund Regular Growth.
- ICICI Bank Ltd: 7.23%
- HDFC Bank Ltd: 4.00%
- Bharti Airtel Ltd: 3.21%
- Nexus Select Trust Reits: 2.69%
- Coforge Ltd: 2.42%
AMC Information
| Name | WhiteOak Capital Asset Management Limited |
|---|---|
| Founding Date | 2023-02-10 |
| Phone | +91 180030003060 |
| Website | http://mf.whiteoakamc.com |
| Address | 602B, 6th Floor,Indiabulls Finance Centre(IFC),1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City |
Tax Implications of WhiteOak Capital Balanced Advantage Fund Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
