MF
MFGenie.ai
Dynamic Asset Allocationregulargrowth

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

WhiteOak Capital Mutual Fund

₹14.0990

0.13 (+0.94%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week
1 Month
3 Months
6 Months
1 Year
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Mar 2026)-1.38%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP
3 Year SIP
5 Year SIP
Since Inception (Mar 2026)

Fund Details

Fund HouseWhiteOak Capital Mutual Fund
CategoryDynamic Asset Allocation
Plan Typeregular
Optiongrowth
AUM₹2,158 Cr
Expense Ratio2.02%
Min SIP₹100
Min Lumpsum₹500
Launch Date27 Mar 2026
AMFI Code151268

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

WhiteOak Capital Balanced Advantage Fund Regular Plan 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

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth is a Dynamic Asset Allocation mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹2,158 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.02%.

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