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WhiteOak Capital Balanced Advantage Fund
Regular
Direct
3 Year Absolute Returns
39.18% ↑
NAV (₹) on 27 Mar 2026
13.49
1 Day NAV Change
-1.35%
Risk Level
Very High Risk
Rating
WhiteOak Capital Balanced Advantage Fund is a Equity mutual fund categorized under Hybrid, offered by WhiteOak Capital Asset Management Ltd.. Launched on 20 Jan 2023, investors can start with a ... Read more
NAV History
Fund Details
Min. SIP Amount
₹100
Inception Date
20 Jan 2023
Min. Lumpsum Amount
₹ 500
Fund Age
3 Yrs
AUM
₹ 2,158.29 Cr.
Benchmark
CRISIL Hybrid 50 + 50 - Moderate Index
Expense Ratio
2.02%
Scheme Type
Open Ended
Exit Load
1%
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
₹ 2,158.29 Cr
Equity
134.46%
Debt
48.46%
Money Market & Cash
11.2%
Other Assets & Liabilities
6.55%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 14.54% |
| Debt | 10.89% |
| Government Securities | 8.45% |
| IT Consulting & Software | 6.33% |
| Treps/Reverse Repo | 5.28% |
| Real Estate Investment Trusts (REIT) | 5.14% |
| Auto - Cars & Jeeps | 3.83% |
| Non-Banking Financial Company (NBFC) | 3.47% |
| Pharmaceuticals | 3.35% |
| Telecom Services | 3.06% |
| Finance - Banks - Public Sector | 2.05% |
| Agro Chemicals/Pesticides | 1.96% |
| Food Processing & Packaging | 1.76% |
| Refineries | 1.75% |
| Aerospace & Defense | 1.71% |
| E-Commerce/E-Retail | 1.57% |
| Gems, Jewellery & Precious Metals | 1.26% |
| Finance & Investments | 1.25% |
| Others - Not Mentioned | 1.18% |
| Oil Drilling And Exploration | 1.16% |
| Certificate of Deposits | 1.12% |
| Aluminium | 1.00% |
| Personal Care | 0.96% |
| Construction, Contracting & Engineering | 0.84% |
| Hospitals & Medical Services | 0.82% |
| Finance - Housing | 0.81% |
| Power - Generation/Distribution | 0.77% |
| Electronics - Equipment/Components | 0.69% |
| Airlines | 0.67% |
| Cement | 0.66% |
| Paints/Varnishes | 0.66% |
| Chemicals - Speciality | 0.65% |
| Chemicals - Others | 0.63% |
| Finance - Life Insurance | 0.59% |
| Holding Company | 0.59% |
| Iron & Steel | 0.57% |
| IT Enabled Services | 0.57% |
| Electric Equipment - General | 0.50% |
| Engineering - Heavy | 0.48% |
| Mining/Minerals | 0.47% |
| Finance - Term Lending Institutions | 0.46% |
| Finance - Mutual Funds | 0.41% |
| Domestic Appliances | 0.39% |
| Realty | 0.38% |
| IT Equipments & Peripherals | 0.36% |
| Internet & Catalogue Retail | 0.34% |
| Auto - 2 & 3 Wheelers | 0.33% |
| Copper/Copper Alloys Products | 0.31% |
| Lenses/Optical Care | 0.31% |
| Medical Equipment & Accessories | 0.29% |
| Engineering - General | 0.28% |
| Rating Services | 0.27% |
| Auto Ancl - Others | 0.27% |
| Net Receivables/(Payables) | 0.23% |
| Power - Transmission/Equipment | 0.23% |
| Infrastructure - General | 0.18% |
| Retail - Apparel/Accessories | 0.18% |
| Engines | 0.17% |
| Packaging & Containers | 0.17% |
| Financial Technologies (Fintech) | 0.14% |
| Tours & Travels | 0.13% |
| Hotels, Resorts & Restaurants | 0.13% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| HDFC Bank Limited | 6.81% | ₹ 146.89 | Finance - Banks - Private Sector |
| ICICI Bank Limited | 5.93% | ₹ 128.04 | Finance - Banks - Private Sector |
| Clearing Corporation of India Ltd | 5.28% | ₹ 113.86 | Others |
| 6.68% Government of India (07/07/2040) | 4.49% | ₹ 97.01 | Others |
| Nexus Select Trust - REIT | 2.74% | ₹ 59.05 | Real Estate Investment Trusts (REIT) |
| Cigniti Technologies Limited | 2.40% | ₹ 51.90 | IT Consulting & Software |
| Embassy Office Parks REIT | 2.40% | ₹ 51.70 | Real Estate Investment Trusts (REIT) |
| Bharti Airtel Limited | 2.24% | ₹ 48.32 | Telecom Services |
| Mahindra & Mahindra Limited | 2.17% | ₹ 46.94 | Auto - Cars & Jeeps |
| State Bank of India | 2.05% | ₹ 44.30 | Finance - Banks - Public Sector |
| UPL Limited | 1.96% | ₹ 42.32 | Agro Chemicals/Pesticides |
| Nestle India Limited | 1.76% | ₹ 37.88 | Food Processing & Packaging |
| Reliance Industries Limited | 1.75% | ₹ 37.76 | Refineries |
| Bharat Electronics Limited | 1.71% | ₹ 36.88 | Aerospace & Defense |
| Maruti Suzuki India Limited | 1.66% | ₹ 35.79 | Auto - Cars & Jeeps |
| Kotak Mahindra Bank Limited | 1.65% | ₹ 35.54 | Finance - Banks - Private Sector |
| 7.02% Government of India (18/06/2031) | 1.47% | ₹ 31.67 | Others |
| Eternal Limited | 1.43% | ₹ 30.89 | E-Commerce/E-Retail |
| Cholamandalam Investment and Finance Company Ltd | 1.40% | ₹ 30.17 | Non-Banking Financial Company (NBFC) |
| 7.3763% Bajaj Finance Limited (26/06/2028) | 1.39% | ₹ 30 | Others |
| Titan Company Limited | 1.26% | ₹ 27.18 | Gems, Jewellery & Precious Metals |
| 7.48% National Bank For Agriculture and Rural Development (15/09/2028) | 1.17% | ₹ 25.22 | Others |
| 7.88% Muthoot Finance Limited (22/11/2028) | 1.16% | ₹ 25 | Others |
| Infosys Limited | 1.04% | ₹ 22.36 | IT Consulting & Software |
| 6.28% Government of India (14/07/2032) | 1.04% | ₹ 22.50 | Others |
| 7.40 % National Bank For Agriculture and Rural Development (29/04/2030) | 0.93% | ₹ 20.11 | Others |
| 91 Days Tbill (MD 22/05/2026) | 0.92% | ₹ 19.77 | Others - Not Mentioned |
| Larsen & Toubro Limited | 0.84% | ₹ 18.18 | Construction, Contracting & Engineering |
| 7.07% LIC Housing Finance Limited (29/04/2030) | 0.83% | ₹ 17.82 | Others |
| Bharti Airtel Limited - Partly paid up | 0.82% | ₹ 17.70 | Telecom Services |
| Muthoot Finance Limited | 0.77% | ₹ 16.67 | Non-Banking Financial Company (NBFC) |
| Oil & Natural Gas Corporation Limited | 0.77% | ₹ 16.52 | Oil Drilling And Exploration |
| NTPC Limited | 0.77% | ₹ 16.60 | Power - Generation/Distribution |
| Tata Consultancy Services Limited | 0.73% | ₹ 15.70 | IT Consulting & Software |
| Hindalco Industries Limited | 0.70% | ₹ 15.04 | Aluminium |
| 7.95% LIC Housing Finance Limited (29/01/2028) | 0.70% | ₹ 15.19 | Others |
| 8.40% Cholamandalam Investment and Finance Company Ltd (09/08/2028) | 0.70% | ₹ 15.19 | Non-Banking Financial Company (NBFC) |
| 7.44% Power Finance Corporation Limited (15/01/2030) | 0.70% | ₹ 15.13 | Others |
| 7.59% National Housing Bank (14/07/2027) | 0.70% | ₹ 15.12 | Others |
| Persistent Systems Limited | 0.69% | ₹ 14.97 | IT Consulting & Software |
| Godrej Consumer Products Limited | 0.68% | ₹ 14.74 | Personal Care |
| Axis Bank Limited (11/08/2026) | 0.67% | ₹ 14.54 | Others |
| InterGlobe Aviation Limited | 0.67% | ₹ 14.54 | Airlines |
| Pidilite Industries Limited | 0.65% | ₹ 14.10 | Chemicals - Speciality |
| Max Financial Services Limited | 0.63% | ₹ 13.57 | Finance & Investments |
| 6.54% Government of India (17/01/2032) | 0.63% | ₹ 13.56 | Others |
| 7.5% Grasim Industries Limited (10/06/2027) | 0.61% | ₹ 13.09 | Others |
| 7.39% Small Industries Dev Bank of India (21/03/2030) | 0.61% | ₹ 13.08 | Others |
| Bajaj Finance Limited | 0.60% | ₹ 12.90 | Non-Banking Financial Company (NBFC) |
| SBI Life Insurance Company Limited | 0.59% | ₹ 12.73 | Finance - Life Insurance |
| Bajaj Finserv Limited | 0.59% | ₹ 12.64 | Holding Company |
| JB Chemicals & Pharmaceuticals Limited | 0.57% | ₹ 12.27 | Pharmaceuticals |
| Tata Steel Limited | 0.57% | ₹ 12.20 | Iron & Steel |
| Ambuja Cements Limited | 0.54% | ₹ 11.59 | Cement |
| Asian Paints Limited | 0.52% | ₹ 11.17 | Paints/Varnishes |
| Torrent Pharmaceuticals Limited | 0.51% | ₹ 10.94 | Pharmaceuticals |
| CG Power and Industrial Solutions Limited | 0.50% | ₹ 10.83 | Electric Equipment - General |
| 8.40% Godrej Industries Limited (27/08/2027) | 0.47% | ₹ 10.09 | Others |
| 7.53% National Bank For Agriculture and Rural Development (24/03/2028) | 0.47% | ₹ 10.09 | Others |
| Vedanta Limited | 0.47% | ₹ 10.06 | Mining/Minerals |
| 6.48% Government of India (06/10/2035) | 0.46% | ₹ 9.87 | Others |
| 6.65% Indian Railway Finance Corporation Limited (20/05/2030) | 0.46% | ₹ 9.84 | Others |
| Power Finance Corporation Limited | 0.46% | ₹ 9.82 | Finance - Term Lending Institutions |
| HDFC Bank Limited (11/09/2026) | 0.45% | ₹ 9.64 | Others |
| Aadhar Housing Finance Limited | 0.45% | ₹ 9.74 | Finance - Housing |
| Sun Pharmaceutical Industries Limited | 0.44% | ₹ 9.45 | Pharmaceuticals |
| Kaynes Technology India Limited | 0.42% | ₹ 9.14 | Electronics - Equipment/Components |
| ICICI Prudential Asset Management Company Limited | 0.41% | ₹ 8.87 | Finance - Mutual Funds |
| Tech Mahindra Limited | 0.39% | ₹ 8.42 | IT Consulting & Software |
| Oil India Limited | 0.39% | ₹ 8.41 | Oil Drilling And Exploration |
| The Phoenix Mills Limited | 0.38% | ₹ 8.16 | Realty |
| Cipla Limited | 0.36% | ₹ 7.88 | Pharmaceuticals |
| Aditya Infotech Limited | 0.36% | ₹ 7.87 | IT Equipments & Peripherals |
| India Shelter Finance Corporation Limited | 0.36% | ₹ 7.70 | Finance - Housing |
| Navin Fluorine International Limited | 0.36% | ₹ 7.68 | Chemicals - Others |
| Mankind Pharma Limited | 0.35% | ₹ 7.54 | Pharmaceuticals |
| 6.01% Government of India (21/07/2030) | 0.34% | ₹ 7.44 | Others |
| Krishna Institute Of Medical Sciences Limited | 0.34% | ₹ 7.39 | Hospitals & Medical Services |
| Info Edge (India) Limited | 0.34% | ₹ 7.39 | Internet & Catalogue Retail |
| 8.54% Cholamandalam Investment and Finance Company Ltd (12/04/2029) | 0.33% | ₹ 7.14 | Others |
| Coforge Limited | 0.33% | ₹ 7.05 | IT Consulting & Software |
| Hero MotoCorp Limited | 0.33% | ₹ 7.19 | Auto - 2 & 3 Wheelers |
| KRN Heat Exchanger And Refrigeration Limited | 0.31% | ₹ 6.70 | Copper/Copper Alloys Products |
| Lenskart Solutions Limited | 0.31% | ₹ 6.68 | Lenses/Optical Care |
| National Aluminium Company Limited | 0.30% | ₹ 6.40 | Aluminium |
| Jyothy Labs Limited | 0.28% | ₹ 5.95 | Personal Care |
| Azad Engineering Ltd | 0.28% | ₹ 6.05 | Engineering - General |
| SRF Limited | 0.27% | ₹ 5.84 | Chemicals - Others |
| Computer Age Management Services Limited | 0.27% | ₹ 5.85 | Finance & Investments |
| Dynamatic Technologies Limited | 0.27% | ₹ 5.84 | Electronics - Equipment/Components |
| CARE Ratings Limited | 0.27% | ₹ 5.75 | Rating Services |
| 182 Days Tbill (MD 19/03/2026) | 0.26% | ₹ 5.59 | Others - Not Mentioned |
| Eureka Forbes Ltd | 0.26% | ₹ 5.60 | Domestic Appliances |
| Fortis Healthcare Limited | 0.26% | ₹ 5.71 | Hospitals & Medical Services |
| TD Power Systems Limited | 0.26% | ₹ 5.62 | Engineering - Heavy |
| Poly Medicure Limited | 0.25% | ₹ 5.30 | Medical Equipment & Accessories |
| 7.22% Small Industries Dev Bank of India (10/04/2029) | 0.23% | ₹ 5.01 | Others |
| Net Receivables / (Payables) | 0.23% | ₹ 6.29 | Others |
| TBO Tek Limited | 0.23% | ₹ 4.98 | IT Consulting & Software |
| GE Vernova T&D India Limited | 0.23% | ₹ 4.87 | Power - Transmission/Equipment |
| LTIMindtree Limited | 0.22% | ₹ 4.75 | IT Consulting & Software |
| Ajax Engineering Limited | 0.22% | ₹ 4.85 | Engineering - Heavy |
| Divi's Laboratories Limited | 0.22% | ₹ 4.73 | Pharmaceuticals |
| Angel One Limited | 0.21% | ₹ 4.43 | Finance & Investments |
| eClerx Services Limited | 0.21% | ₹ 4.60 | IT Enabled Services |
| Biocon Limited | 0.20% | ₹ 4.29 | Pharmaceuticals |
| Sagility Limited | 0.18% | ₹ 3.91 | IT Enabled Services |
| Trent Limited | 0.18% | ₹ 3.85 | Retail - Apparel/Accessories |
| Acutaas Chemicals Limited | 0.18% | ₹ 3.99 | Pharmaceuticals |
| S.J.S. Enterprises Limited | 0.18% | ₹ 3.91 | Auto Ancl - Others |
| Safari Industries (India) Limited | 0.17% | ₹ 3.73 | Packaging & Containers |
| Intellect Design Arena Limited | 0.17% | ₹ 3.70 | IT Consulting & Software |
| Ajanta Pharma Limited | 0.17% | ₹ 3.67 | Pharmaceuticals |
| Kirloskar Oil Engines Limited | 0.17% | ₹ 3.60 | Engines |
| Axis Bank Limited | 0.15% | ₹ 3.25 | Finance - Banks - Private Sector |
| Vijaya Diagnostic Centre Limited | 0.15% | ₹ 3.16 | Hospitals & Medical Services |
| Meesho Ltd | 0.14% | ₹ 3.09 | E-Commerce/E-Retail |
| PB Fintech Limited | 0.14% | ₹ 2.94 | Financial Technologies (Fintech) |
| Indigo Paints Limited | 0.14% | ₹ 3.11 | Paints/Varnishes |
| Motilal Oswal Financial Services Limited | 0.14% | ₹ 3.09 | Finance & Investments |
| Le Travenues Technology Ltd | 0.13% | ₹ 2.81 | Tours & Travels |
| Leela Palaces Hotels & Resorts Limited | 0.13% | ₹ 2.78 | Hotels, Resorts & Restaurants |
| Awfis Space Solutions Limited | 0.13% | ₹ 2.78 | Infrastructure - General |
| Crompton Greaves Consumer Electricals Limited | 0.13% | ₹ 2.75 | Domestic Appliances |
| Inventurus Knowledge Solutions Limited | 0.12% | ₹ 2.69 | IT Enabled Services |
| Grasim Industries Limited | 0.12% | ₹ 2.59 | Cement |
| Neuland Laboratories Limited | 0.12% | ₹ 2.58 | Pharmaceuticals |
| Shilpa Medicare Limited | 0.10% | ₹ 2.05 | Pharmaceuticals |
| Tenneco Clean Air India Limited | 0.09% | ₹ 1.92 | Auto Ancl - Others |
| Nucleus Software Exports Limited | 0.09% | ₹ 1.85 | IT Consulting & Software |
| 7.10% Bajaj Housing Finance Limited (16/10/2028) | 0.08% | ₹ 1.69 | Others |
| Sudeep Pharma Limited | 0.08% | ₹ 1.83 | Pharmaceuticals |
| Rainbow Childrens Medicare Limited | 0.07% | ₹ 1.61 | Hospitals & Medical Services |
| Firstsource Solutions Limited | 0.06% | ₹ 1.22 | IT Enabled Services |
| 8.25% Cholamandalam Investment and Finance Company Ltd (15/05/2026) | 0.05% | ₹ 1 | Others |
| Corona Remedies Limited | 0.05% | ₹ 1.08 | Pharmaceuticals |
| Indiqube Spaces Limited | 0.05% | ₹ 1.01 | Infrastructure - General |
| Newgen Software Technologies Limited | 0.04% | ₹ 0.88 | IT Consulting & Software |
| Laxmi Dental Limited | 0.04% | ₹ 0.76 | Medical Equipment & Accessories |
| 6.33% Government of India (05/05/2035) | 0.02% | ₹ 0.48 | Others |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -6.52% | 0.13% | 5.71% | 11.65% |
| Category returns | -1.46% | 3.67% | 10.34% | 26.44% |
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
Top Funds from Hybrid - Dynamic Asset Allocation/Balanced Advantage
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Kotak Balanced Advantage Fund
Hybrid
Regular
|
₹19.63 | 1.02% | 32.70% | 49.78% | ₹17,591 | 1.65% |
Very High
|
|
Kotak Balanced Advantage Fund
Hybrid
Regular
|
₹19.63 | 1.02% | 32.70% | 49.78% | ₹17,591 | 1.65% |
Very High
|
|
Kotak Balanced Advantage Fund
Hybrid
Regular
|
₹19.63 | 1.02% | 32.70% | 49.78% | ₹17,591 | 1.65% |
Very High
|
|
ITI Balanced Advantage Fund
Hybrid
Regular
|
₹13.63 | -1.39% | 31.82% | 46.58% | ₹379 | 2.39% |
Moderately High
|
|
Union Balanced Advantage Fund - Direct Plan
Hybrid
Direct
|
₹20.88 | 1.06% | 31.49% | 47.04% | ₹1,305 | 1.04% |
Very High
|
|
PGIM India Balanced Advantage Fund - Direct Plan
Hybrid
Direct
|
₹15.52 | 0.26% | 31.41% | 52.91% | ₹885 | 0.60% |
Very High
|
|
LIC MF Balanced Advantage Fund - Direct Plan
Hybrid
Direct
|
₹13.66 | -1.88% | 31.26% | 0.00% | ₹710 | 1.21% |
Very High
|
|
NJ Balanced Advantage Fund
Hybrid
Regular
|
₹12.74 | -1.09% | 31.07% | 0.00% | ₹3,567 | 1.90% |
Very High
|
|
NJ Balanced Advantage Fund
Hybrid
Regular
|
₹12.74 | -1.09% | 31.07% | 0.00% | ₹3,567 | 1.90% |
Very High
|
|
NJ Balanced Advantage Fund
Hybrid
Regular
|
₹12.74 | -1.09% | 31.07% | 0.00% | ₹3,567 | 1.90% |
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 Ultra Short Duration Fund - Direct Plan
Liquid
Direct
|
₹1,005.55 | 0.15% | 0.26% | 0.36% | ₹560 | 0.52% |
Low to Moderate
|
|
WhiteOak Capital Ultra Short Duration Fund - Direct Plan
Liquid
Direct
|
₹1,005.55 | 0.15% | 0.26% | 0.36% | ₹560 | 0.52% |
Low to Moderate
|
|
WhiteOak Capital Liquid Fund - Direct Plan
Liquid
Direct
|
₹1,003.67 | -0.01% | 0.03% | 0.16% | ₹604 | 0.19% |
Low to Moderate
|
|
WhiteOak Capital Liquid Fund - Direct Plan
Liquid
Direct
|
₹1,003.67 | -0.01% | 0.03% | 0.16% | ₹604 | 0.19% |
Low to Moderate
|
|
WhiteOak Capital Ultra Short Duration Fund
Liquid
Regular
|
₹1,005.67 | 0.00% | 0.23% | 0.32% | ₹560 | 1.02% |
Low to Moderate
|
|
WhiteOak Capital Ultra Short Duration Fund
Liquid
Regular
|
₹1,005.67 | 0.00% | 0.23% | 0.32% | ₹560 | 1.02% |
Low to Moderate
|
|
WhiteOak Capital Ultra Short Duration Fund - Direct Plan
Liquid
Direct
|
₹1,468.72 | 6.31% | 22.50% | 34.09% | ₹560 | 0.52% |
Low to Moderate
|
|
WhiteOak Capital Liquid Fund - Direct Plan
Liquid
Direct
|
₹1,474.17 | 6.12% | 22.05% | 32.59% | ₹604 | 0.19% |
Low to Moderate
|
|
WhiteOak Capital Liquid Fund
Liquid
Regular
|
₹1,464.28 | 6.01% | 21.69% | 31.93% | ₹604 | 0.31% |
Low to Moderate
|
|
WhiteOak Capital Ultra Short Duration Fund
Liquid
Regular
|
₹1,413.29 | 5.75% | 20.46% | 30.26% | ₹560 | 1.02% |
Low to Moderate
|
FAQs
What is the current NAV of WhiteOak Capital Balanced Advantage Fund Regular Growth?
The current Net Asset Value (NAV) of WhiteOak Capital Balanced Advantage Fund Regular Growth is ₹13.50 as of 27 Mar 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 Regular Growth?
The Assets Under Management (AUM) of WhiteOak Capital Balanced Advantage Fund Regular Growth is ₹2,158.29 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 Regular Growth?
WhiteOak Capital Balanced Advantage Fund Regular Growth has delivered returns of 0.13% (1 Year), 11.65% (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 Regular Growth?
WhiteOak Capital Balanced Advantage Fund Regular 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 Regular Growth?
The minimum lumpsum investment required for WhiteOak Capital Balanced Advantage Fund Regular 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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1 Crore: 10 ఏళ్లలో రూ. 1 కోటి..! రిస్క్ లేకుండా కోటీశ్వరులు అయ్యే ప్లాన్ ఇదే! -
SIP investment: రీల్స్ చూసి ఇన్వెస్ట్ చేస్తున్నారా? ఈ పొరపాట్లు చేస్తే మీ డబ్బులు గల్లంతే! -
EMI ట్రాప్లో పడకుండా ఐఫోన్ కొనడం ఎలా? నిపుణుల బెస్ట్ టిప్స్! -
డబ్బు కావలిసినంత ఉన్నా పర్సనల్ లోన్ల వైపు పరిగెత్తుతున్న ధనవంతులు.. కారణం ఏంటంటే.. -
Gold Silver: బంగారం, వెండి కలిపి కొనొచ్చు! ఈ సరికొత్త మ్యూచువల్ ఫండ్ ప్లాన్ మీ కోసమే! -
Mutual funds: మార్కెట్ ఒడిదుడుకులకు భయపడుతున్నారా? రాధికా గుప్తా చెప్పిన ఈ సింపుల్ ట్రిక్ పాటించండి! -
Mutual funds: రిటర్న్స్ కాదు, ఆదాయం గురించి ఆలోచించండి! అసలు మీ పోర్ట్ఫోలియో ఎలా ఉండాలంటే..
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