Dynamic Asset Allocation
White Oak Capital - Balanced Advantage Fund · Direct · Growth
NAV
₹15.1500
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +2.82%
- 3Y
- +12.42%
- 5Y
- —
- Since Inception
- +13.21%
SIP returns (XIRR)
- 1Y
- +2.76%
- 3Y
- +8.71%
- 5Y
- —
- Since Inception
- +9.75%
Performance Comparison
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Fund Details
Fund HouseWhiteOak Capital Mutual Fund
CategoryDynamic Asset Allocation
Launch Date10 Feb 2023
AMFI Code151267
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit LoadIn respect of each purchase or switch in of Units an Exit Load of 1.00% is payable if Units are redeemed or switched out within 1 month from the date of allotment No Exit Load is payable if Units are redeemed or switched out after 1 month from the date of allotment.
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
Investment Objective
White Oak Capital - Balanced Advantage Fund · Direct · Growth by WhiteOak Capital Mutual Fund is a Dynamic Asset Allocation fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Asset Allocation category.
About This Fund
White Oak Capital - Balanced Advantage Fund · Direct · Growth is a Dynamic Asset Allocation mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 3 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations