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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹2,130 Cr

Lock In Period

N/A

Expense Ratio

2.02

Benchmark

CRISIL Hybrid 50 + 50 - Moderate Index

Exit Load

Nil Exit load - for 10% of the units purchased or switched-in on or before 30 days from the date of allotment.All units redeemed /switched out in excess of the 10% load free units will be subject to the below mentioned exit load.1.00% - if Units are redeemed/switched-out on or before 30 days from the date of allotment.Nil - if redeemed after 30 days from the date of allotment

Summary

Latest details for WhiteOak Capital Balanced Advantage Fund Growth include a ₹14.461 NAV as of Feb 13,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The WhiteOak Capital Balanced Advantage Fund Growth AUM is ₹2,130 Cr, with a lock-in of N/A years, expense ratio of 2.02%, and benchmark CRISIL Hybrid 50 + 50 - Moderate Index. Exit load is - Nil Exit load - for 10% of the units purchased or switched-in on or before 30 days from the date of allotment.All units redeemed /switched out in excess of the 10% load free units will be subject to the below mentioned exit load.1.00% - if Units are redeemed/switched-out on or before 30 days from the date of allotment.Nil - if redeemed after 30 days from the date of allotment. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2025-12-31
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About Fund

WhiteOak Capital Balanced Advantage Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹2,130 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.02. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBajaj Finserv Balanced Advantage Fund Growth01271.05 CR2.09
This FundBank of India Multi Asset Allocation Fund Growth0350.23 CR2.02
This FundUnion Childrens Fund Growth079.7 CR2.4
This FundNippon India Equity Savings Fund - Segregated Portfolio 2 Growth0775.75 CR1.57
This FundWhiteOak Capital Balanced Advantage Fund Growth02130.44 CR2.02
Fund Name1Y3Y
This FundBajaj Finserv Balanced Advantage Fund Growth11.05220
This FundBank of India Multi Asset Allocation Fund Growth17.58860
This FundUnion Childrens Fund Growth14.81480
This FundNippon India Equity Savings Fund - Segregated Portfolio 2 Growth
This FundWhiteOak Capital Balanced Advantage Fund Growth10.68340

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 2.02. 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 : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of WhiteOak Capital Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 14.461 as on Feb 13,2026. Since inception, the return has been NaN%.

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 ₹2,130 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.
Min Inv Amount: ₹500