FAQ : WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth

WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 23.12 N/A N/A N/A
Average Rolling Returns(%) N/A N/A N/A N/A

The Current NAV of WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth is ₹12.26.

It is better to invest in a fund with a longer track record as WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark CRISIL Hybrid 50+50 - Moderate Index returns, as Funds portfolio is significantly different.

WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth fund’s expense ratio is 2.21%

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 - Regular Plan - Growth is currently ₹912 Crores.

The Top three stocks are ICICI Bank, Reliance Industries and HDFC Bank and account for 15% of its portfolio. Top 5 and 10 stocks of fund account for 21% and 31% of fund’s portfolio respectively.

Top three sectors of WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth fund are Others, BFSI and IT accounting for 60% 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 - Regular Plan - Growth Fund is Hybrid - Balanced Advantage.

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

WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth current PE ratio is 45.17 and PB ratio is 9.94

The asset allocation of WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth is Stocks : 68.31%, Debt : 31.68% and Gold : 0%

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

The exit load for WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth is 1% on or before 1 months, Nil after 1 months

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