The Current NAV of WhiteOak Capital Balanced Advantage Fund - Growth - Direct Plan is ₹14.82.

It is better to invest in a fund with a longer track record as WhiteOak Capital Balanced Advantage Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.

WhiteOak Capital Balanced Advantage Fund - Growth - Direct Plan fund’s expense ratio is 0.70%

The process for redemption is

• Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
• You will get information about the redemption and the NAV at which redeemed.
• The amount will be deposited in the designated bank account.

The AUM of WhiteOak Capital Balanced Advantage Fund - Growth - Direct Plan is currently ₹2,005 Crores.

The Top three stocks are ICICI Bank, HDFC Bank and Bharti Airtel and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 29% of fund’s portfolio respectively.

Top three sectors of WhiteOak Capital Balanced Advantage Fund - Growth - Direct Plan fund are BFSI, Others and IT accounting for 61% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Balanced Advantage it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of WhiteOak Capital Balanced Advantage Fund - Growth - Direct Plan Fund is Hybrid - Balanced Advantage.

Ramesh Mantri and Trupti Agrawal manage the WhiteOak Capital Balanced Advantage Fund - Growth - Direct Plan Fund.

WhiteOak Capital Balanced Advantage Fund - Growth - Direct Plan current PE ratio is 34.14 and PB ratio is 6.68

The asset allocation of WhiteOak Capital Balanced Advantage Fund - Growth - Direct Plan is Stocks : 66.67%, Debt : 28.01% and Gold : 5.30%

The minimum SIP amount for WhiteOak Capital Balanced Advantage Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹500.00

The exit load for WhiteOak Capital Balanced Advantage Fund - Growth - Direct Plan is NIL upto 10% of units and 1% for remaining units on or before 30 days, NIL after 30 days