WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
- Hybrid
- Dynamic Asset Allocation
- Very High
-
₹13.97
(0.07%)
Current NAV 11-12-2024
-
21.64%
Returns
-
Min. SIP ₹100
Min. Investment ₹500
Returns
Track investment returns to meet financial goals.
This Fund | Category Avg. | Benchmark | |
---|---|---|---|
1W | 1.81% | 0.79% | 0.63% |
1M | 3.04% | 1.94% | 1.93% |
3M | 2.88% | 0.04% | -1.56% |
6M | 9.91% | 6.25% | 6.41% |
1Y | 21.64% | 17.96% | 18.58% |
2Y | 0% | 15.86% | 16.59% |
3Y | 0% | 11.9% | 13.35% |
5Y | 0% | 13.18% | 17.07% |
ALL | 22.38% | 12.35% | 14.16% |
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Standard Dev | Sharpe | Beta | Alpha | |
---|---|---|---|---|
Fund | % | % | % | % |
Category | 0% | 0% | 0% | 0% |
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Chat on WhatsAppComparison Of WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
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Start SIPPortfolio Summary (as on 31-Oct-2024)
An insight into your portfolio composition.
Equity68.58% Debt24.21%
Equity Market Cap
Top 5 Sectors of Equity
Banks 14.49%
Pharmaceuticals & Biotechnology 5.39%
IT - Software 5.36%
Finance 4.63%
Capital Markets 3.82%
Top 5 Companies of Equity
HDFC Bank Limited 6.32%
Reliance Industries Limited 3.37%
ICICI Bank Limited 3.23%
Axis Bank Limited 2.52%
Larsen & Toubro Limited 2.41%
Debt Market Cap
Top 5 Sectors of Debt
24.21%
Top 5 Companies of Debt
7.1% Government of India (08/04/2034) 7.74%
7.23% Government of India (15/04/2039) 2.64%
8.75% Shriram Finance Limited (15/06/2026) 2.45%
7.32% Cholamandalam Investment and Finance Company Ltd (28/04/2026) 2.18%
Punjab National Bank (31/01/2025) # 2.01%
Check out the favourite sectors and companies of this fund
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More Funds From WOC Mutual Fund
Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
---|---|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Regular Plan Growth | 6.11% | 5.55% | 20.3% | 40.72% | 0% | |
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 6.04% | 6.4% | 18.42% | 37.89% | 0% | |
WhiteOak Capital Multi Cap Fund - Regular (G) | 5.87% | 5.91% | 18.13% | 37.84% | 0% | |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth | 5.47% | 4.47% | 15.92% | 32.03% | 0% | |
WhiteOak Capital Large Cap Fund Regular Plan Growth | 4.52% | 2.64% | 11.42% | 30.87% | 0% | |
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth | 3.04% | 2.88% | 9.91% | 21.64% | 0% | |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | 1.73% | 4.34% | 8.87% | 20.57% | 0% | |
WhiteOak Capital Balanced Hybrid Fund - Regular (G) | 2.81% | 2.22% | 9.31% | 20.19% | 0% |
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 11-12-2024 is 13.969.
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.
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.
What are the top 5 holdings of WhiteOak Capital Balanced Advantage Fund Regular Plan Growth?
The fund's top 5 sectors holdings are Banks, Pharmaceuticals & Biotechnology, IT - Software, Finance, Capital Markets,
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.
Who manages this fund, and what is their expertise?
Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak, 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.
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 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 1222.01 Crs. Crs.
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.
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.
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.
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