WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth is a scheme launched by WOC Mutual Fund on February 10, 2023, and falls under the Dynamic Asset Allocation fund category. It currently manages an AUM of Rs 1,811.88 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 500. It charges an expense ratio of 2.09% for managing the portfolio.

• Investing Strategy:

  The Scheme intends to generate long-term capital appreciation and income generation by investing in a dynamically managed portfolio of equity & equity related instruments and fixed income and money market instruments.

• Performance:

  WhiteOak Capital Balanced Advantage Fund Regular Plan Growth trailing returns over different times are 5.47% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 5.41%.