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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(%) | 22.06 | N/A | N/A | N/A |
Average Rolling Returns(%) | 24.79 | N/A | N/A | N/A |
The Current NAV of WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth is ₹13.95.
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 NIFTY 50 returns, as Funds portfolio is significantly different.
WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth fund’s expense ratio is 2.11%
The process for redemption is
The AUM of WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth is currently ₹1,273 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Reliance Industries and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 16% and 26% 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 63% 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 44.90 and PB ratio is 9.33
The asset allocation of WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth is Stocks : 66.36%, Debt : 33.60% 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