HybridDynamic Asset Allocation or Balanced AdvantageDirect · Growth
WhiteOak Capital Balanced Advantage Fund Direct Plan Growth
WhiteOak Capital · Scheme 151267
₹15.75▼ 0.20%NAV · 2026-09-18
Strong FundScore
AUM
₹2,265 cr
Expense ratio
0.86%
3Y CAGR
13.1%
Risk level
Moderate
Min SIP
₹100
Benchmark
CRISIL Hybrid 50+50 - Moderate Index
Fund manager: Ramesh MantriExit load: Nil
Strong · 76/100
A high-quality fund that scores well on the factors that matter.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 10%.
- ✓3Y CAGR vs category: +2.0% vs category avg
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Beat category: beat category in 100% of windows
📉 What could drag it down
- •1Y return: +5.6%
FundScore breakdown
76/100 · Strong
Returns
Average
Consistency
Excellent
Risk-adjusted
Decent
Downside protection
Excellent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.