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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

WhiteOak Capital · Balanced Advantage
Moderate
₹14.42
Current NAV
25 Jun 2026
17.0%
1Y Return
8.5%
3Y CAGR
11.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹16,050 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.50
Sharpe Ratio
1.30
Beta
1.50
Alpha
0.55
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Fund Details
Fund House WhiteOak Capital
Category Balanced Advantage
AUM ₹16050 Cr
Expense Ratio 1.70%
Min SIP ₹500
Min Lumpsum ₹1000
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