₹12.29 -0.003%
26-04-202422.84%
Min. SIP ₹100
Min. Investment ₹500
Monthly SIP Target Amount
Net Profit ₹ 5,000
+Invested Amt. ₹ 10,000
=Total Wealth ₹ 15,000
If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be
Start SIP| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | 1.37% | 1.43% | 2.61% |
| 1M | 2.4% | 2.43% | 2.14% |
| 3M | 4.88% | 5.02% | 5.84% |
| 6M | 13.44% | 15.54% | 18.33% |
| 1Y | 22.84% | 25.86% | 28.45% |
| 2Y | 0% | 14.12% | 16.72% |
| 3Y | 0% | 12.8% | 17.67% |
| 5Y | 0% | 11.83% | 15.49% |
| ALL | 19.46% | 11.94% | 14.09% |
Check out what are trolling and rolling returns of this fund ?
Check NowFund Manage - 9
Total AUM. - 5379Cr.
Fund Manage - 8
Total AUM. - 0Cr.
Fund Manage - 6
Total AUM. - 4771Cr.
Check Free KYC
Quick & Easy Steps!Enhanced security measuresInstant Access To All FeaturesEquity53.25% Debt32.02% Others14.71%
Financial
Technology
Services
Healthcare
Capital Goods
Reliance Industries Ltd.
ICICI Bank Ltd.
HDFC Bank Ltd.
Larsen & Toubro Ltd.
Nestle India Ltd.
Sovereign
Financial
Others
7.18% GOI 14/08/2033
Others
7.18% GOI 24/07/2037
7.4% National Bank For Agriculture & Rural Development 30/01/2026
7.44% Small Industries Devp. Bank of India Ltd. 04/09/2026
Others
Others
Others
Check out the portfolio analysis of this fund.
Check Now3M 6M 1Yr 3Yr 5Yr
| Fund Name | Returns |
|---|
Check out the performance of the similar or peer funds
Check Now| Scheme Name | 1M | 3M | 6M | 1Y | 5Y |
|---|---|---|---|---|---|
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 5.64% | 6.11% | 25.56% | 56.28% | 0% |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 4.84% | 7.35% | 23.76% | 45.25% | 0% |
| WhiteOak Capital Flexi Cap Fund Regular Plan Growth | 4.1% | 6.61% | 21.46% | 43.02% | 0% |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 3.95% | 8.61% | 24.07% | 37.43% | 0% |
| WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | 2.4% | 4.88% | 13.44% | 22.84% | 0% |
Franklin India Smaller Companies Fund-Growth
3Y Returns34.17%
AUM 11398Cr.
DSP Small Cap Fund - Regular - Growth
Returns28.42%
AUM 13095Cr.
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns22.05%
AUM 4393Cr.
HDFC ELSS Tax saver Fund - Growth Plan
Returns28.01%
AUM 13086Cr.
Tata Small Cap Fund-Regular Plan-Growth
3Y Returns32.68%
AUM 5819Cr.
Axis Small Cap Fund - Regular Plan - Growth
Returns27.02%
AUM 18616Cr.
Bandhan Small Cap Fund - Regular Plan - Growth
3Y Returns31.72%
AUM 3880Cr.
Quant Small Cap Fund-Growth
Returns40.12%
AUM 13002Cr.
Purpose 
Strategy 
Duration 
Risk Tolerance 
Returns Expectation Frequently Asked Questions
What is the current NAV of WhiteOak Capital Balanced Advantage Fund Regular Plan Growth?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of WhiteOak Capital Balanced Advantage Fund Regular Plan Growth as of 26-04-2024 is 12.289.
What is the expense ratio of WhiteOak Capital Balanced Advantage Fund Regular Plan Growth?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the benchmark of WhiteOak Capital Balanced Advantage Fund Regular Plan Growth?
WOC performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
What is the AUM or size of WhiteOak Capital Balanced Advantage Fund Regular Plan Growth?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of WhiteOak Capital Balanced Advantage Fund Regular Plan Growth is Rs 644.82 Crs.
Is WhiteOak Capital Balanced Advantage Fund Regular Plan Growth a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
Should I invest in WhiteOak Capital Balanced Advantage Fund Regular Plan Growth?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
What are the top 5 holdings of WhiteOak Capital Balanced Advantage Fund Regular Plan Growth?
The fund's top 5 holdings are in Bajaj holdings and investment Financial, Technology, Services, Healthcare, Capital Goods.
How to start online SIP in WhiteOak Capital Balanced Advantage Fund Regular Plan Growths?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
How can I redeem my investments in WhiteOak Capital Balanced Advantage Fund Regular Plan Growth?
Redeeming your investments in WhiteOak Capital Balanced Advantage Fund Regular Plan Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
Who manages this fund, and what is their expertise?
Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
