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WhiteOak Capital Balanced Advantage Fund Direct Growth

WhiteOak Capital Balanced Advantage Fund Direct Growth

Dynamic Asset Allocation or Balanced Advantage

NAV ₹15.49 as on 16 Jul 2026

RiskVery High

Fund Size₹2,201.72Cr

NAV	₹15.49 as on 16 Jul 2026
Risk	Very High
Fund Size	₹2,201.72Cr

Investment Details

Lock-in

No Lock-in

Min One Time Amount

₹500

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹500

Exit Load

Nil

Basic Details

Age

3 years 5 months (Since Feb 10, 2023)

Return since Launch

13.61%

Expense ratio

0.88%

Type

OPEN

AUM (Fund Size)

₹2,201.72

Risk Grade

Very High

Benchmark

CRISIL Hybrid 50+50 - Moderate Index

Calculate Your Returns

Select Duration

Choose Amount

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Returns

Total investment of ₹2,40,000

Would have become ₹61,949 (+209.74%)

Asset Allocation

Currently, data not available

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Scheme Holding Summary

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Riskometer

Level of risk in the scheme

Moderate

High

Low

Very
High

Your investment will be at Very High Risk

Fund house & investment objective

WHITEOAK CAPITAL MUTUAL FUND

Rank (total assets)	#24 in India
Total AUM	₹37,389Cr

Date of Incorporation	21 Apr 2017

WhiteOak Capital Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by WhiteOak Capital Mutual Fund. This scheme was made available to investors on 10 Feb 2023. The fund currently has an Asset Under Management(AUM) of ₹37,389 Cr and the Latest NAV as of 16 Jul 2026 is ₹15.49.
The WhiteOak Capital Balanced Advantage Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹500. Exit load of Nil.

Returns and Rankings

Category: Hybrid Dynamic Asset Allocation or Balanced Advantage

Annualised returns

Absolute returns

	1Y	3Y	5Y	All
Fund returns	3.53%	3.98%	-	4.34%
Category average	1.49%	3.22%	1.78%	-
Rank within category	13	5	21	-

FAQ’s

What kind of returns does WhiteOak Capital Balanced Advantage Fund Direct Growth provide?

WhiteOak Capital Balanced Advantage Fund Direct Growth has given a return of 12.43% in the past 3 years.

What is the expense ratio charged by WhiteOak Capital Balanced Advantage Fund Direct Growth?

The Expense Ratio charged by WhiteOak Capital Balanced Advantage Fund Direct Growth is 0.88%.

What is the AUM size of WhiteOak Capital Balanced Advantage Fund Direct Growth?

The AUM size of WhiteOak Capital Balanced Advantage Fund Direct Growth is ₹2,201.72Cr.

What is the minimum SIP amount that you can invest in WhiteOak Capital Balanced Advantage Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in WhiteOak Capital Balanced Advantage Fund Direct Growth .

What are the top stock holdings of WhiteOak Capital Balanced Advantage Fund Direct Growth?

The top stock holdings of WhiteOak Capital Balanced Advantage Fund Direct Growth include

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start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

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WhiteOak Capital Balanced Advantage Fund Direct Growth

Open FREE
3-in-1 Account

Start SIPs at just
₹100

Category: Hybrid Dynamic Asset Allocation or Balanced Advantage

FAQ’s

What kind of returns does WhiteOak Capital Balanced Advantage Fund Direct Growth provide?

What is the expense ratio charged by WhiteOak Capital Balanced Advantage Fund Direct Growth?

What is the AUM size of WhiteOak Capital Balanced Advantage Fund Direct Growth?

What is the minimum SIP amount that you can invest in WhiteOak Capital Balanced Advantage Fund Direct Growth?

What are the top stock holdings of WhiteOak Capital Balanced Advantage Fund Direct Growth?

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WhiteOak Capital Balanced Advantage Fund Direct Growth

Open FREE 3-in-1 Account

Start SIPs at just ₹100

Category: Hybrid Dynamic Asset Allocation or Balanced Advantage

FAQ’s

What kind of returns does WhiteOak Capital Balanced Advantage Fund Direct Growth provide?

What is the expense ratio charged by WhiteOak Capital Balanced Advantage Fund Direct Growth?

What is the AUM size of WhiteOak Capital Balanced Advantage Fund Direct Growth?

What is the minimum SIP amount that you can invest in WhiteOak Capital Balanced Advantage Fund Direct Growth?

What are the top stock holdings of WhiteOak Capital Balanced Advantage Fund Direct Growth?

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Open FREE
3-in-1 Account

Start SIPs at just
₹100