WhiteOak Capital Balanced Advantage Fund Growth Return
- 1M
- 3M
- 6M
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- 5Y
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Showing Funds Performance since Sep 07, 2020
WhiteOak Capital Balanced Advantage Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹500
AUM (Fund size)
₹2,156 Cr
Lock In Period
N/A
Expense Ratio
2.05
Exit Load
Nil
Benchmark
CRISIL Hybrid 50 + 50 - Moderate Index
Summary
WhiteOak Capital Balanced Advantage Fund Growth NAV is ₹14.374 as of 25 Jun, 2026. WhiteOak Capital Balanced Advantage Fund Growth has delivered 36.53% returns since its launch. The minimum SIP investment amount in WhiteOak Capital Balanced Advantage Fund Growth is ₹100. The AUM of WhiteOak Capital Balanced Advantage Fund Growth is ₹2,156 Cr. The expense ratio of the fund is 2.05%, and its benchmark is CRISIL Hybrid 50 + 50 - Moderate Index. The current exit load of the fund is Nil. In the last 1M months, WhiteOak Capital Balanced Advantage Fund Growth has delivered 2.25% returns.
WhiteOak Capital Balanced Advantage Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.25 | -1.43 | 126.76 |
| 6M | -1.75 | 0.70 | 126.76 |
| 1Y | 1.67 | 3.82 | 126.76 |
| 3Y | 10.94 | 10.27 | 126.76 |
Portfolio Analysis
- Equity: 66.22%
- Debt: 27.69%
- Others
As on: 2026-05-31
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About Fund WhiteOak Capital Balanced Advantage Fund Growth
WhiteOak Capital Balanced Advantage Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹2,156 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.05. Under the expert guidance of Ramesh Mantri ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Ramesh Mantri
Mr. Ramesh Mantri holds MBA, CFA and CA. His prior assignments include White Oak Capital Management LLP, Ashoka Capital Advisers, Smith Management-Mumbai Office and CRISIL.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth | 0 | 1576.45 CR | 2.07 |
| Mirae Asset Balanced Advantage Fund Growth | 3 | 2081.61 CR | 2.06 |
| Franklin India Balanced Advantage Fund Growth | 2 | 2769.68 CR | 1.96 |
| WhiteOak Capital Balanced Advantage Fund Growth | 0 | 2155.59 CR | 2.05 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth | 2.9949 | 34.1369 |
| This FundMirae Asset Balanced Advantage Fund Growth | 3.9335 | 35.2941 |
| This FundFranklin India Balanced Advantage Fund Growth | 0.4255 | 35.498 |
| This FundWhiteOak Capital Balanced Advantage Fund Growth | 1.6738 | 36.5285 |
WhiteOak Capital Balanced Advantage Fund Growth FAQs
WhiteOak Capital Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of WhiteOak Capital Balanced Advantage Fund Growth is 2.05. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
WhiteOak Capital Balanced Advantage Fund Growth’s fund performance is as follows:
- 1 Month : 2.25%
- 6 Months : -1.75%
- 1 Year : 1.67%
- 3 Years : 10.94%
You can invest in WhiteOak Capital Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of WhiteOak Capital Balanced Advantage Fund Growth is ₹2,156 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in WhiteOak Capital Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
