WhiteOak Capital Balanced Advantage Fund Regular Growth
AllocationDynamic Asset Allocation
14.27
-0.01(-0.10%)
NAV as on 20 Apr, 2026
CAGR
12.61%
- AUM (Crs.)2,004.90
- Expense Ratio2.02 %
- Sharpe Ratio / Category Average0.48 / 0.42
- Standard Deviation / Category Average8.43 / 8.92
- Beta / Category Average1.04 / 1.06
- Portfolio Turnover / Category Average373.57 / 184.74
- Top 5 Stocks Wt.20.24
- Top 10 Stocks Wt.31.77
- Top 3 Sectors Wt.38.79
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
|---|
Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
|---|
Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryRamesh Mantri, Piyush Baranwal, Trupti Agrawal, Ashish Agrawal, Dheeresh Pathak
- Launch Date10 Feb, 2023
- BenchmarkCRISIL Hybrid 50+50 - Moderate TR INR
Objective
To provide long term capital appreciation and generate income from a dynamically managed portfolio of equity & equity related instruments and debt & money market securities. However, there can be no assurance that the investment objective of the Scheme will be realized.
Riskometer
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