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 ₹12.22.
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
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
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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