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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹269 Cr

Lock In Period

N/A

Expense Ratio

2.12

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 Hybrid Fund Growth include a ₹13.053 NAV as of Feb 13,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The WhiteOak Capital Balanced Hybrid Fund Growth AUM is ₹269 Cr, with a lock-in of N/A years, expense ratio of 2.12%, 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 Hybrid Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹269 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.12. 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 FundHelios Balanced Advantage Fund Growth0312.32 CR2.42
This FundUTI Balance Advantage Fund Growth03136.32 CR1.91
This FundSundaram Multi Asset Allocation Fund Growth03264.25 CR1.81
This FundIDFC Arbitrage Fund Plan B Growth03418.72 CR1
This FundWhiteOak Capital Balanced Hybrid Fund Growth0268.86 CR2.12
Fund Name1Y3Y
This FundHelios Balanced Advantage Fund Growth12.17640
This FundUTI Balance Advantage Fund Growth8.5040
This FundSundaram Multi Asset Allocation Fund Growth22.95990
This FundIDFC Arbitrage Fund Plan B Growth
This FundWhiteOak Capital Balanced Hybrid Fund Growth10.53870

FAQs

WhiteOak Capital Balanced Hybrid 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 Hybrid Fund Growth is 2.12. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

WhiteOak Capital Balanced Hybrid Fund Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of WhiteOak Capital Balanced Hybrid Fund Growth are updated daily based on NAV of ₹ 13.053 as on Feb 13,2026. Since inception, the return has been NaN%.

You can invest in WhiteOak Capital Balanced Hybrid 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 Hybrid Fund Growth is ₹269 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in WhiteOak Capital Balanced Hybrid 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