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WhiteOak Capital Balanced Advantage Fund Direct growth
Hybrid • Dynamic • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct growth
Launched On
10 Feb 2023
3.1 years ago
Lock-in Period
No lock-in
NAV
as of 23 Mar 2026
₹13.99
-2.0375% (-0.20)
AUM
₹2,130 Cr
Expense ratio
0.7%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 30D
1%
If units sold after 30D
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Cyclical
Technology
Basic Materials
Industrials
Fund House
WhiteOak
Inc: 16 Jan 2019 • Total AUM: ₹32,132 Cr • Rank #25WhiteOak Capital Mutual Fund, started in 2021, has WhiteOak Capital group as its sponsors. The fund house is headed by Aashish P. Somaiyaa as the CEO. As of 31 March 2024, it has an AUM of ₹10,327 Cr.
Fund Managers
Piyush Baranwal
Experience: 7.17 yrs • Total AUM: 1,33,341 Cr
Ramesh Mantri
Experience: 3.62 yrs • Total AUM: 1,15,091 Cr
Trupti Agrawal
Experience: 3.60 yrs • Total AUM: 1,13,178 Cr
Dheeresh Pathak
Experience: 2.12 yrs • Total AUM: 1,13,178 Cr
Ashish Agrawal
Experience: yrs • Total AUM: 1,12,728 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.