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(%) | 3.57 | 10.86 | N/A | N/A |
| Average Rolling Returns(%) | 13.51 | 11.62 | N/A | N/A |
The Current NAV of WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth is ₹14.96.
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 1.73%
The process for redemption is
The AUM of WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth is currently ₹2,265 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Bharti Airtel and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 29% of fund’s portfolio respectively.
Top three sectors of WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth fund are BFSI, Others and IT accounting for 57% 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 40.12 and PB ratio is 8.00
The asset allocation of WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth is Stocks : 67.45%, Debt : 26.42% and Gold : 6.11%
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 NIL
MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.
To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.
MoneyWorks4Me ensures this through:
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
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Logo:
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Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Registration:
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Non-Individual |
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BSE Enlistment No:
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1187 |
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Address:
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B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
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Compliance Officer
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Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
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Grievance Officer
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Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
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Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
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Standard Warning:
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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Disclaimer:
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Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
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