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WhiteOak Capital Balanced Advantage Fund - Direct Plan
Regular
Direct
3 Year Absolute Returns
43.76% ↑
NAV (₹) on 18 May 2026
14.82
1 Day NAV Change
-0.18%
Risk Level
Very High Risk
Rating
WhiteOak Capital Balanced Advantage Fund - Direct Plan is a Equity mutual fund categorized under Hybrid, offered by WhiteOak Capital Asset Management Ltd.. Launched on 20 Jan 2023, investors can start ... Read more
NAV History
Fund Details
Min. SIP Amount
₹100
Inception Date
20 Jan 2023
Min. Lumpsum Amount
₹ 500
Fund Age
3 Yrs
AUM
₹ 2,152.37 Cr.
Benchmark
CRISIL Hybrid 50 + 50 - Moderate Index
Expense Ratio
1.04%
Scheme Type
Open Ended
Exit Load
Nil%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 2,152.37 Cr
Equity
266.61%
Debt
91.47%
Money Market & Cash
16.29%
Other Assets & Liabilities
26.3%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Debt | 15.04% |
| Finance - Banks - Private Sector | 14.05% |
| Real Estate Investment Trusts (REIT) | 6.03% |
| IT Consulting & Software | 5.23% |
| Treps/Reverse Repo | 5.09% |
| Government Securities | 4.13% |
| Non-Banking Financial Company (NBFC) | 3.68% |
| Telecom Services | 3.59% |
| Auto - Cars & Jeeps | 3.48% |
| Pharmaceuticals | 3.22% |
| Food Processing & Packaging | 2.31% |
| Refineries | 2.16% |
| Others - Not Mentioned | 2.15% |
| Aerospace & Defense | 1.81% |
| E-Commerce/E-Retail | 1.73% |
| Finance - Banks - Public Sector | 1.63% |
| Aluminium | 1.54% |
| Hospitals & Medical Services | 1.37% |
| Gems, Jewellery & Precious Metals | 1.28% |
| Oil Drilling And Exploration | 1.28% |
| Finance - Housing | 1.15% |
| Personal Care | 1.04% |
| Power - Transmission/Equipment | 1.02% |
| Finance & Investments | 1.00% |
| Power - Generation/Distribution | 0.82% |
| Construction, Contracting & Engineering | 0.79% |
| Engines | 0.76% |
| Paints/Varnishes | 0.76% |
| Net Receivables/(Payables) | 0.70% |
| Certificate of Deposits | 0.68% |
| Iron & Steel | 0.68% |
| Chemicals - Speciality | 0.60% |
| Engineering - Heavy | 0.57% |
| Electric Equipment - General | 0.56% |
| Cement | 0.53% |
| Holding Company | 0.51% |
| Finance - Term Lending Institutions | 0.49% |
| Domestic Appliances | 0.46% |
| Airlines | 0.44% |
| Engineering - General | 0.41% |
| Realty | 0.40% |
| IT Equipments & Peripherals | 0.40% |
| Chemicals - Others | 0.39% |
| IT Enabled Services | 0.37% |
| Medical Equipment & Accessories | 0.34% |
| Copper/Copper Alloys Products | 0.32% |
| Electronics - Equipment/Components | 0.31% |
| Lenses/Optical Care | 0.30% |
| Auto Ancl - Others | 0.29% |
| Rating Services | 0.28% |
| Finance - Life Insurance | 0.28% |
| Financial Technologies (Fintech) | 0.27% |
| Internet & Catalogue Retail | 0.25% |
| Hotels, Resorts & Restaurants | 0.22% |
| Retail - Departmental Stores | 0.22% |
| Infrastructure - General | 0.21% |
| Retail - Apparel/Accessories | 0.19% |
| Packaging & Containers | 0.14% |
| Miscellaneous | 0.05% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| ICICI Bank Limited | 6.35% | ₹ 136.61 | Finance - Banks - Private Sector |
| HDFC Bank Limited | 5.22% | ₹ 112.31 | Finance - Banks - Private Sector |
| Clearing Corporation of India Ltd | 5.09% | ₹ 109.57 | Others |
| Bharti Airtel Limited | 3.59% | ₹ 77.17 | Telecom Services |
| Nexus Select Trust - REIT | 2.63% | ₹ 56.71 | Real Estate Investment Trusts (REIT) |
| Cigniti Technologies Limited | 2.43% | ₹ 52.20 | IT Consulting & Software |
| Embassy Office Parks REIT | 2.40% | ₹ 51.67 | Real Estate Investment Trusts (REIT) |
| Nestle India Limited | 2.31% | ₹ 49.64 | Food Processing & Packaging |
| Reliance Industries Limited | 2.16% | ₹ 46.56 | Refineries |
| Mahindra & Mahindra Limited | 2.04% | ₹ 43.83 | Auto - Cars & Jeeps |
| Kotak Mahindra Bank Limited | 1.90% | ₹ 40.99 | Finance - Banks - Private Sector |
| 7.77% Bajaj Finance Limited (17/04/2029) | 1.85% | ₹ 39.88 | Others |
| Bharat Electronics Limited | 1.81% | ₹ 38.89 | Aerospace & Defense |
| Eternal Limited | 1.73% | ₹ 37.22 | E-Commerce/E-Retail |
| State Bank of India | 1.63% | ₹ 35.06 | Finance - Banks - Public Sector |
| Maruti Suzuki India Limited | 1.44% | ₹ 30.95 | Auto - Cars & Jeeps |
| 7.02% Government of India (18/06/2031) | 1.44% | ₹ 31.03 | Others |
| 7.3763% Bajaj Finance Limited (26/06/2028) | 1.38% | ₹ 29.74 | Others |
| Titan Company Limited | 1.28% | ₹ 27.54 | Gems, Jewellery & Precious Metals |
| Cholamandalam Investment and Finance Company Ltd | 1.27% | ₹ 27.25 | Non-Banking Financial Company (NBFC) |
| 7.48% National Bank For Agriculture and Rural Development (15/09/2028) | 1.16% | ₹ 24.88 | Others |
| 7.88% Muthoot Finance Limited (22/11/2028) | 1.15% | ₹ 24.69 | Others |
| 7.44% National Bank For Agriculture and Rural Development (17/07/2029) | 1.06% | ₹ 22.84 | Others |
| 6.28% Government of India (14/07/2032) | 1.03% | ₹ 22.09 | Others |
| 91 Days Tbill (MD 22/05/2026) | 0.93% | ₹ 19.94 | Others - Not Mentioned |
| Hindalco Industries Limited | 0.90% | ₹ 19.30 | Aluminium |
| Infosys Limited | 0.88% | ₹ 18.99 | IT Consulting & Software |
| Oil & Natural Gas Corporation Limited | 0.88% | ₹ 18.85 | Oil Drilling And Exploration |
| 6.48% Government of India (06/10/2035) | 0.84% | ₹ 18.05 | Others |
| 7.07% LIC Housing Finance Limited (29/04/2030) | 0.82% | ₹ 17.57 | Others |
| NTPC Limited | 0.81% | ₹ 17.35 | Power - Generation/Distribution |
| Larsen & Toubro Limited | 0.79% | ₹ 17.05 | Construction, Contracting & Engineering |
| Power Grid Corporation of India Limited | 0.76% | ₹ 16.37 | Power - Transmission/Equipment |
| 7.10% Bajaj Housing Finance Limited (16/10/2028) | 0.76% | ₹ 16.46 | Others |
| Muthoot Finance Limited | 0.74% | ₹ 15.93 | Non-Banking Financial Company (NBFC) |
| Brookfield India Real Estate Trust | 0.74% | ₹ 15.89 | Real Estate Investment Trusts (REIT) |
| Persistent Systems Limited | 0.72% | ₹ 15.51 | IT Consulting & Software |
| 8.85% Muthoot Finance Limited (20/12/2028) | 0.70% | ₹ 15.14 | Others |
| 8.40% Cholamandalam Investment and Finance Company Ltd (09/08/2028) | 0.70% | ₹ 15.09 | Non-Banking Financial Company (NBFC) |
| 7.95% LIC Housing Finance Limited (29/01/2028) | 0.70% | ₹ 15.05 | Others |
| Net Receivables / (Payables) | 0.70% | ₹ 15.76 | Others |
| 7.44% Power Finance Corporation Limited (15/01/2030) | 0.69% | ₹ 14.90 | Others |
| 182 Days Tbill (MD 28/05/2026) | 0.69% | ₹ 14.94 | Others - Not Mentioned |
| Tata Steel Limited | 0.67% | ₹ 14.45 | Iron & Steel |
| JB Chemicals & Pharmaceuticals Limited | 0.67% | ₹ 14.35 | Pharmaceuticals |
| Tech Mahindra Limited | 0.63% | ₹ 13.48 | IT Consulting & Software |
| 6.54% Government of India (17/01/2032) | 0.62% | ₹ 13.25 | Others |
| Pidilite Industries Limited | 0.60% | ₹ 13 | Chemicals - Speciality |
| Godrej Consumer Products Limited | 0.60% | ₹ 12.92 | Personal Care |
| 7.39% Small Industries Dev Bank of India (21/03/2030) | 0.60% | ₹ 12.88 | Others |
| Axis Bank Limited | 0.58% | ₹ 12.46 | Finance - Banks - Private Sector |
| Aadhar Housing Finance Limited | 0.57% | ₹ 12.20 | Finance - Housing |
| CG Power and Industrial Solutions Limited | 0.56% | ₹ 12.14 | Electric Equipment - General |
| Cummins India Limited | 0.56% | ₹ 12.01 | Engines |
| Max Financial Services Limited | 0.55% | ₹ 11.87 | Finance & Investments |
| Asian Paints Limited | 0.53% | ₹ 11.49 | Paints/Varnishes |
| Ambuja Cements Limited | 0.53% | ₹ 11.36 | Cement |
| 182 Days Tbill (MD 04/06/2026) | 0.53% | ₹ 11.45 | Others - Not Mentioned |
| Bajaj Finserv Limited | 0.51% | ₹ 11.08 | Holding Company |
| Max Healthcare Institute Limited | 0.51% | ₹ 11.06 | Hospitals & Medical Services |
| Bajaj Finance Limited | 0.51% | ₹ 11.03 | Non-Banking Financial Company (NBFC) |
| Power Finance Corporation Limited | 0.49% | ₹ 10.65 | Finance - Term Lending Institutions |
| Torrent Pharmaceuticals Limited | 0.49% | ₹ 10.57 | Pharmaceuticals |
| 8.40% Godrej Industries Limited (27/08/2027) | 0.47% | ₹ 10.05 | Others |
| 8.4% Cholamandalam Investment and Finance Company Ltd (18/09/2027) | 0.47% | ₹ 10.03 | Others |
| 7.59% National Housing Bank (14/07/2027) | 0.47% | ₹ 10.03 | Others |
| SBI Cards and Payment Services Limited | 0.46% | ₹ 9.99 | Non-Banking Financial Company (NBFC) |
| Sun Pharmaceutical Industries Limited | 0.46% | ₹ 9.84 | Pharmaceuticals |
| 7.44% REC Limited (29/02/2028) | 0.46% | ₹ 10 | Others |
| 7.53% National Bank For Agriculture and Rural Development (24/03/2028) | 0.46% | ₹ 9.99 | Others |
| 7.40 % National Bank For Agriculture and Rural Development (29/04/2030) | 0.46% | ₹ 9.90 | Others |
| 6.65% Indian Railway Finance Corporation Limited (20/05/2030) | 0.45% | ₹ 9.70 | Others |
| HDFC Bank Limited (11/09/2026) | 0.45% | ₹ 9.76 | Others |
| InterGlobe Aviation Limited | 0.44% | ₹ 9.57 | Airlines |
| India Shelter Finance Corporation Limited | 0.42% | ₹ 8.98 | Finance - Housing |
| Azad Engineering Ltd | 0.41% | ₹ 8.88 | Engineering - General |
| National Aluminium Company Limited | 0.41% | ₹ 8.78 | Aluminium |
| The Phoenix Mills Limited | 0.40% | ₹ 8.68 | Realty |
| Aditya Infotech Limited | 0.40% | ₹ 8.67 | IT Equipments & Peripherals |
| Oil India Limited | 0.40% | ₹ 8.53 | Oil Drilling And Exploration |
| Navin Fluorine International Limited | 0.39% | ₹ 8.37 | Chemicals - Others |
| Krishna Institute Of Medical Sciences Limited | 0.36% | ₹ 7.67 | Hospitals & Medical Services |
| Mankind Pharma Limited | 0.35% | ₹ 7.54 | Pharmaceuticals |
| TD Power Systems Limited | 0.33% | ₹ 7.18 | Engineering - Heavy |
| Eureka Forbes Ltd | 0.33% | ₹ 7.13 | Domestic Appliances |
| 8.54% Cholamandalam Investment and Finance Company Ltd (12/04/2029) | 0.33% | ₹ 7.06 | Others |
| KRN Heat Exchanger And Refrigeration Limited | 0.32% | ₹ 6.94 | Copper/Copper Alloys Products |
| 7.51% Small Industries Dev Bank of India (12/06/2028) | 0.32% | ₹ 6.98 | Others |
| Dynamatic Technologies Limited | 0.31% | ₹ 6.73 | Electronics - Equipment/Components |
| Lenskart Solutions Limited | 0.30% | ₹ 6.42 | Lenses/Optical Care |
| Computer Age Management Services Limited | 0.30% | ₹ 6.38 | Finance & Investments |
| Poly Medicure Limited | 0.30% | ₹ 6.37 | Medical Equipment & Accessories |
| Jyothy Labs Limited | 0.29% | ₹ 6.24 | Personal Care |
| SBI Life Insurance Company Limited | 0.28% | ₹ 5.98 | Finance - Life Insurance |
| CARE Ratings Limited | 0.28% | ₹ 5.96 | Rating Services |
| PB Fintech Limited | 0.27% | ₹ 5.78 | Financial Technologies (Fintech) |
| GE Vernova T&D India Limited | 0.26% | ₹ 5.64 | Power - Transmission/Equipment |
| Fortis Healthcare Limited | 0.26% | ₹ 5.59 | Hospitals & Medical Services |
| Knowledge Realty Trust | 0.26% | ₹ 5.60 | Real Estate Investment Trusts (REIT) |
| Cipla Limited | 0.25% | ₹ 5.38 | Pharmaceuticals |
| Info Edge (India) Limited | 0.25% | ₹ 5.33 | Internet & Catalogue Retail |
| Ajax Engineering Limited | 0.24% | ₹ 5.25 | Engineering - Heavy |
| TBO Tek Limited | 0.24% | ₹ 5.10 | IT Consulting & Software |
| Indigo Paints Limited | 0.23% | ₹ 4.89 | Paints/Varnishes |
| Vedanta Aluminium Metal Limited | 0.23% | ₹ 4.90 | Aluminium |
| 7.22% Small Industries Dev Bank of India (10/04/2029) | 0.23% | ₹ 4.94 | Others |
| HDFC Bank Limited (21/09/2026) | 0.23% | ₹ 4.87 | Others |
| Vishal Mega Mart Limited | 0.22% | ₹ 4.83 | Retail - Departmental Stores |
| Divi's Laboratories Limited | 0.22% | ₹ 4.80 | Pharmaceuticals |
| Acutaas Chemicals Limited | 0.22% | ₹ 4.79 | Pharmaceuticals |
| Leela Palaces Hotels & Resorts Limited | 0.22% | ₹ 4.77 | Hotels, Resorts & Restaurants |
| Kirloskar Oil Engines Limited | 0.20% | ₹ 4.38 | Engines |
| eClerx Services Limited | 0.19% | ₹ 4.15 | IT Enabled Services |
| Trent Limited | 0.19% | ₹ 4.09 | Retail - Apparel/Accessories |
| S.J.S. Enterprises Limited | 0.19% | ₹ 4.02 | Auto Ancl - Others |
| Intellect Design Arena Limited | 0.18% | ₹ 3.95 | IT Consulting & Software |
| Firstsource Solutions Limited | 0.18% | ₹ 3.79 | IT Enabled Services |
| Vijaya Diagnostic Centre Limited | 0.16% | ₹ 3.55 | Hospitals & Medical Services |
| Ajanta Pharma Limited | 0.16% | ₹ 3.46 | Pharmaceuticals |
| PNB Housing Finance Limited | 0.16% | ₹ 3.42 | Finance - Housing |
| Awfis Space Solutions Limited | 0.16% | ₹ 3.34 | Infrastructure - General |
| ICICI Prudential Asset Management Company Limited | 0.15% | ₹ 3.25 | Finance & Investments |
| Gillette India Limited | 0.15% | ₹ 3.22 | Personal Care |
| Neuland Laboratories Limited | 0.14% | ₹ 3.02 | Pharmaceuticals |
| Safari Industries (India) Limited | 0.14% | ₹ 2.93 | Packaging & Containers |
| 6.01% Government of India (21/07/2030) | 0.14% | ₹ 2.94 | Others |
| Crompton Greaves Consumer Electricals Limited | 0.13% | ₹ 2.90 | Domestic Appliances |
| Shilpa Medicare Limited | 0.12% | ₹ 2.48 | Pharmaceuticals |
| Tenneco Clean Air India Limited | 0.10% | ₹ 2.06 | Auto Ancl - Others |
| Sudeep Pharma Limited | 0.09% | ₹ 2.03 | Pharmaceuticals |
| Nucleus Software Exports Limited | 0.09% | ₹ 1.88 | IT Consulting & Software |
| Rainbow Childrens Medicare Limited | 0.08% | ₹ 1.69 | Hospitals & Medical Services |
| Corona Remedies Limited | 0.05% | ₹ 1.18 | Pharmaceuticals |
| Indiqube Spaces Limited | 0.05% | ₹ 1.03 | Infrastructure - General |
| 8.25% Cholamandalam Investment and Finance Company Ltd (15/05/2026) | 0.05% | ₹ 1 | Others |
| Newgen Software Technologies Limited | 0.04% | ₹ 0.88 | IT Consulting & Software |
| Laxmi Dental Limited | 0.04% | ₹ 0.78 | Medical Equipment & Accessories |
| Malco Energy Limited | 0.04% | ₹ 0.79 | Miscellaneous |
| 6.68% Government of India (07/07/2040) | 0.04% | ₹ 0.75 | Others |
| Coforge Limited | 0.02% | ₹ 0.51 | IT Consulting & Software |
| 6.33% Government of India (05/05/2035) | 0.02% | ₹ 0.47 | Others |
| Clean Max Enviro Energy Solutions Limited | 0.01% | ₹ 0.14 | Power - Generation/Distribution |
| Talwandi Sabo Power Limited | 0.01% | ₹ 0.16 | Miscellaneous |
| Vedanta Iron And Steel Limited | 0.01% | ₹ 0.14 | Iron & Steel |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -0.60% | 1.08% | 7.77% | 12.86% |
| Category returns | 2.15% | 3.45% | 10.66% | 26.01% |
Fund Objective
To provide long term capital appreciation and generate income from a dynamically managed portfolio of equity & equity related instruments and debt & money market securities. However, there can be no ... Read more
AMC Details
Name
WhiteOak Capital Asset Management Ltd.
Date of Incorporation
03 Jul 2018
CEO
Mr. Aashish P Somaiyaa
CIO
Mr. Ramesh Mantri
Type
Pvt.Sector-Indian
Address
Unit No. B4, 6th Floor, Cnergy,
Appasaheb Marathe Marg,
Prabhadevi, Mumbai, Maharashtra, India - 400025
Website
https://mf.whiteoakamc.com
Email
customerservice@whiteoakinvestors.com
Top Funds from Hybrid - Dynamic Asset Allocation/Balanced Advantage
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
NJ Balanced Advantage Fund
Hybrid
Regular
|
₹13.38 | -0.52% | 32.48% | 0.00% | ₹3,435 | 2.09% |
Very High
|
|
NJ Balanced Advantage Fund
Hybrid
Regular
|
₹13.38 | -0.52% | 32.48% | 0.00% | ₹3,435 | 2.09% |
Very High
|
|
NJ Balanced Advantage Fund
Hybrid
Regular
|
₹13.38 | -0.52% | 32.48% | 0.00% | ₹3,435 | 2.09% |
Very High
|
|
Bandhan Balanced Advantage Fund
Hybrid
Regular
|
₹24.36 | 1.92% | 31.93% | 47.22% | ₹2,209 | 2.66% |
Very High
|
|
HSBC Balanced Advantage Fund
Hybrid
Regular
|
₹42.63 | -0.13% | 31.74% | 46.23% | ₹1,506 | 2.13% |
Moderately High
|
|
Invesco India Balanced Advantage Fund
Diversified
Regular
|
₹51.19 | -3.62% | 31.59% | 48.03% | ₹1,024 | 2.78% |
Very High
|
|
Kotak Balanced Advantage Fund
Hybrid
Regular
|
₹20.29 | -0.70% | 31.42% | 52.14% | ₹17,184 | 1.75% |
Very High
|
|
Kotak Balanced Advantage Fund
Hybrid
Regular
|
₹20.29 | -0.70% | 31.42% | 52.14% | ₹17,184 | 1.75% |
Very High
|
|
Kotak Balanced Advantage Fund
Hybrid
Regular
|
₹20.29 | -0.70% | 31.42% | 52.14% | ₹17,184 | 1.75% |
Very High
|
|
Union Balanced Advantage Fund - Direct Plan
Hybrid
Direct
|
₹21.52 | 0.37% | 30.74% | 49.13% | ₹1,241 | 1.05% |
Very High
|
Top Funds from WhiteOak Capital Asset Management Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
WhiteOak Capital Liquid Fund
Liquid
Regular
|
₹1,004.55 | -0.02% | 0.00% | 0.12% | ₹568 | 0.34% |
Low to Moderate
|
|
WhiteOak Capital Liquid Fund
Liquid
Regular
|
₹1,004.55 | -0.02% | 0.00% | 0.12% | ₹568 | 0.34% |
Low to Moderate
|
|
WhiteOak Capital Ultra Short Duration Fund - Direct Plan
Liquid
Direct
|
₹1,483.11 | 6.07% | 22.32% | 34.81% | ₹580 | 0.61% |
Low to Moderate
|
|
WhiteOak Capital Liquid Fund - Direct Plan
Liquid
Direct
|
₹1,488.62 | 6.14% | 22.05% | 33.33% | ₹568 | 0.23% |
Low to Moderate
|
|
WhiteOak Capital Liquid Fund
Liquid
Regular
|
₹1,478.43 | 6.03% | 21.69% | 32.66% | ₹568 | 0.34% |
Low to Moderate
|
|
WhiteOak Capital Ultra Short Duration Fund - Direct Plan
Liquid
Direct
|
₹1,005.42 | -0.13% | 0.19% | 0.35% | ₹580 | 0.61% |
Low to Moderate
|
|
WhiteOak Capital Ultra Short Duration Fund - Direct Plan
Liquid
Direct
|
₹1,005.42 | -0.13% | 0.19% | 0.35% | ₹580 | 0.61% |
Low to Moderate
|
|
WhiteOak Capital Ultra Short Duration Fund
Liquid
Regular
|
₹1,426.06 | 5.51% | 20.31% | 30.97% | ₹580 | 1.14% |
Low to Moderate
|
|
WhiteOak Capital Ultra Short Duration Fund
Liquid
Regular
|
₹1,005.16 | -0.13% | 0.18% | 0.34% | ₹580 | 1.14% |
Low to Moderate
|
|
WhiteOak Capital Ultra Short Duration Fund
Liquid
Regular
|
₹1,005.16 | -0.13% | 0.18% | 0.34% | ₹580 | 1.14% |
Low to Moderate
|
FAQs
What is the current NAV of WhiteOak Capital Balanced Advantage Fund - Direct Plan Growth?
The current Net Asset Value (NAV) of WhiteOak Capital Balanced Advantage Fund - Direct Plan Growth is ₹14.82 as of 18 May 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of WhiteOak Capital Balanced Advantage Fund - Direct Plan Growth?
The Assets Under Management (AUM) of WhiteOak Capital Balanced Advantage Fund - Direct Plan Growth is ₹2,152.37 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of WhiteOak Capital Balanced Advantage Fund - Direct Plan Growth?
WhiteOak Capital Balanced Advantage Fund - Direct Plan Growth has delivered returns of 1.08% (1 Year), 12.86% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of WhiteOak Capital Balanced Advantage Fund - Direct Plan Growth?
WhiteOak Capital Balanced Advantage Fund - Direct Plan Growth has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for WhiteOak Capital Balanced Advantage Fund - Direct Plan Growth?
The minimum lumpsum investment required for WhiteOak Capital Balanced Advantage Fund - Direct Plan Growth is ₹500. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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