WhiteOak Capital Balanced Advantage Fund Reg-G

- Hybrid G

0 Morning Star

0 Value Research

NAV( )

₹ -
-%

WhiteOak Capital Balanced Advantage Fund Reg-G

Invest now
Performance

-%3y Returns

0.0% 1D Returns

Investment details
  • Min SIP amount

    ₹ 500
  • Min Lumpsum

    ₹ 500
  • Lock In

    0
  • Expense ratio

    %
  • Exit load

    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ - Cr
  • Plan

    REGULAR
  • Launch date

    20 Jan 2023
  • Fund type

    OPEN
  • Fund benchmark

    CRISIL Hybrid 50+50 Moderate Index
  • ISIN

    INF03VN01720
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Sectors
Company Allocation %

Contact Information

Address:

About

  • Funds Offered

    8
  • AUM

    ₹ 2,089 Cr
  • Highest Return

    3.84%
About

Piyush Baranwal Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

Start investing now

Select a Date

1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28

Similar Mutual Funds

View All Mutual Funds

ICICI Pru Balanced Advantage-G

4 Morning Star

4 Value Research

2.9 %

4 Morning Star

4 Value Research

NAV

52.42

1M Returns

2.9%

1Y Returns

15.37%

3Y Returns

13.17%

Min. Investment

Rs.100.0

Fund Size

Rs.44633.87 Cr

Fund Manager

Sankaran Naren
Moderately High Hybrid G
More

NAV

52.42

Min Investment

₹100.0

Fund Size

₹44633.87 cr

Fund Manager

Sankaran Naren
ADD to watchlist
Edelweiss Balanced Advantage Reg-G

5 Morning Star

5 Value Research

3.92 %

5 Morning Star

5 Value Research

NAV

36.06

1M Returns

3.92%

1Y Returns

18.43%

3Y Returns

17.44%

Min. Investment

Rs.500.0

Fund Size

Rs.8962.2 Cr

Fund Manager

Bhavesh Jain
Very High Hybrid G
More

NAV

36.06

Min Investment

₹500.0

Fund Size

₹8962.2 cr

Fund Manager

Bhavesh Jain
ADD to watchlist
Mirae Asset Balanced Advantage Fund Reg-G

0 Morning Star

0 Value Research

0 Morning Star

0 Value Research

NAV

10.06

1M Returns

-%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.1000.0

Fund Size

Rs.953.06 Cr

Fund Manager

Mahendra Kumar Jajoo
Very High Hybrid G
More

NAV

10.06

Min Investment

₹1000.0

Fund Size

₹953.06 cr

Fund Manager

Mahendra Kumar Jajoo
ADD to watchlist
Aditya Birla SL Balanced Advantage-G

4 Morning Star

4 Value Research

3.31 %

4 Morning Star

4 Value Research

NAV

74.94

1M Returns

3.31%

1Y Returns

14.67%

3Y Returns

13.0%

Min. Investment

Rs.1000.0

Fund Size

Rs.6707.5 Cr

Fund Manager

Lovelish Solanki
Very High Hybrid G
More

NAV

74.94

Min Investment

₹1000.0

Fund Size

₹6707.5 cr

Fund Manager

Lovelish Solanki
ADD to watchlist
Nippon India Balanced Advantage-G

3 Morning Star

3 Value Research

3.28 %

3 Morning Star

3 Value Research

NAV

125.44

1M Returns

3.28%

1Y Returns

16.11%

3Y Returns

12.09%

Min. Investment

Rs.100.0

Fund Size

Rs.6771.74 Cr

Fund Manager

Manish Gunwani
Very High Hybrid G
More

NAV

125.44

Min Investment

₹100.0

Fund Size

₹6771.74 cr

Fund Manager

Manish Gunwani
ADD to watchlist
DSP Dynamic Asset Allocation Reg-G

3 Morning Star

3 Value Research

1.88 %

3 Morning Star

3 Value Research

NAV

19.74

1M Returns

1.88%

1Y Returns

9.54%

3Y Returns

10.8%

Min. Investment

Rs.500.0

Fund Size

Rs.4096.72 Cr

Fund Manager

Laukik Bagwe
Moderately High Hybrid G
More

NAV

19.74

Min Investment

₹500.0

Fund Size

₹4096.72 cr

Fund Manager

Laukik Bagwe
ADD to watchlist
SBI Balanced Advantage Fund Reg-G

0 Morning Star

0 Value Research

2.52 %

0 Morning Star

0 Value Research

NAV

10.74

1M Returns

2.52%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.22536.27 Cr

Fund Manager

Dinesh Ahuja
Moderately High Hybrid G
More

NAV

10.74

Min Investment

₹500.0

Fund Size

₹22536.27 cr

Fund Manager

Dinesh Ahuja
ADD to watchlist
HDFC Balanced Advantage-G

5 Morning Star

3 Value Research

5.56 %

5 Morning Star

3 Value Research

NAV

320.85

1M Returns

5.56%

1Y Returns

26.44%

3Y Returns

14.54%

Min. Investment

Rs.100.0

Fund Size

Rs.51026.69 Cr

Fund Manager

Anil Bamboli
Very High Hybrid G
More

NAV

320.85

Min Investment

₹100.0

Fund Size

₹51026.69 cr

Fund Manager

Anil Bamboli
ADD to watchlist
HSBC Balanced Advantage-G

3 Morning Star

3 Value Research

2.28 %

3 Morning Star

3 Value Research

NAV

31.33

1M Returns

2.28%

1Y Returns

8.87%

3Y Returns

10.02%

Min. Investment

Rs.500.0

Fund Size

Rs.1660.84 Cr

Fund Manager

Ritesh Jain
Moderately High Hybrid G
More

NAV

31.33

Min Investment

₹500.0

Fund Size

₹1660.84 cr

Fund Manager

Ritesh Jain
ADD to watchlist
IDFC Balanced Advantage Reg-G

3 Morning Star

3 Value Research

2.6 %

3 Morning Star

3 Value Research

NAV

17.69

1M Returns

2.6%

1Y Returns

15.74%

3Y Returns

12.77%

Min. Investment

Rs.100.0

Fund Size

Rs.2766.88 Cr

Fund Manager

Sachin Relekar
Very High Hybrid G
More

NAV

17.69

Min Investment

₹100.0

Fund Size

₹2766.88 cr

Fund Manager

Sachin Relekar
ADD to watchlist
Franklin India Balanced Advantage Fund Reg-G

0 Morning Star

0 Value Research

0 Morning Star

0 Value Research

NAV

10.03

1M Returns

-%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.986.38 Cr

Fund Manager

Sachin Padwal-Desai
Very High Hybrid G
More

NAV

10.03

Min Investment

₹500.0

Fund Size

₹986.38 cr

Fund Manager

Sachin Padwal-Desai
ADD to watchlist
Invesco India Dynamic Equity-G

3 Morning Star

2 Value Research

4.45 %

3 Morning Star

2 Value Research

NAV

37.59

1M Returns

4.45%

1Y Returns

12.98%

3Y Returns

11.01%

Min. Investment

Rs.500.0

Fund Size

Rs.636.6 Cr

Fund Manager

Amit Ganatra
Very High Hybrid G
More

NAV

37.59

Min Investment

₹500.0

Fund Size

₹636.6 cr

Fund Manager

Amit Ganatra
ADD to watchlist
Sundaram Balanced Advantage-G

3 Morning Star

4 Value Research

3.33 %

3 Morning Star

4 Value Research

NAV

26.0

1M Returns

3.33%

1Y Returns

13.2%

3Y Returns

7.81%

Min. Investment

Rs.100.0

Fund Size

Rs.1593.25 Cr

Fund Manager

Ravi Gopalakrishnan
Moderately High Hybrid G
More

NAV

26.0

Min Investment

₹100.0

Fund Size

₹1593.25 cr

Fund Manager

Ravi Gopalakrishnan
ADD to watchlist
Sundaram Balanced Advantage Fund Reg-G

- Morning Star

- Value Research

0.92 %

- Morning Star

- Value Research

NAV

14.63

1M Returns

0.92%

1Y Returns

14.91%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.1247.87 Cr

Fund Manager

-
Moderately High Hybrid G
More

NAV

14.63

Min Investment

₹100.0

Fund Size

₹1247.87 cr

Fund Manager

-
ADD to watchlist
Kotak Balanced Advantage Fund Reg-G

3 Morning Star

3 Value Research

2.37 %

3 Morning Star

3 Value Research

NAV

14.91

1M Returns

2.37%

1Y Returns

13.2%

3Y Returns

13.45%

Min. Investment

Rs.100.0

Fund Size

Rs.14445.09 Cr

Fund Manager

Abhishek Bisen
High Hybrid G
More

NAV

14.91

Min Investment

₹100.0

Fund Size

₹14445.09 cr

Fund Manager

Abhishek Bisen
ADD to watchlist
LIC MF Balanced Advantage Fund Reg-G

0 Morning Star

0 Value Research

3.36 %

0 Morning Star

0 Value Research

NAV

10.33

1M Returns

3.36%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.1000.0

Fund Size

Rs.1092.3 Cr

Fund Manager

Yogesh Patil
Moderately High Hybrid G
More

NAV

10.33

Min Investment

₹1000.0

Fund Size

₹1092.3 cr

Fund Manager

Yogesh Patil
ADD to watchlist
Motilal Oswal Balance Advantage Reg-G

1 Morning Star

1 Value Research

3.91 %

1 Morning Star

1 Value Research

NAV

14.82

1M Returns

3.91%

1Y Returns

9.18%

3Y Returns

9.96%

Min. Investment

Rs.500.0

Fund Size

Rs.726.8 Cr

Fund Manager

Santosh Singh
Very High Hybrid G
More

NAV

14.82

Min Investment

₹500.0

Fund Size

₹726.8 cr

Fund Manager

Santosh Singh
ADD to watchlist
Tata Balanced Advantage Fund Reg-G

4 Morning Star

4 Value Research

3.46 %

4 Morning Star

4 Value Research

NAV

15.15

1M Returns

3.46%

1Y Returns

16.32%

3Y Returns

-%

Min. Investment

Rs.150.0

Fund Size

Rs.6365.57 Cr

Fund Manager

Sailesh Jain
High Hybrid G
More

NAV

15.15

Min Investment

₹150.0

Fund Size

₹6365.57 cr

Fund Manager

Sailesh Jain
ADD to watchlist
Union Balanced Advantage Reg-G

3 Morning Star

3 Value Research

1.95 %

3 Morning Star

3 Value Research

NAV

15.27

1M Returns

1.95%

1Y Returns

9.15%

3Y Returns

13.92%

Min. Investment

Rs.1000.0

Fund Size

Rs.1742.49 Cr

Fund Manager

Parijat Agrawal
Moderate Hybrid G
More

NAV

15.27

Min Investment

₹1000.0

Fund Size

₹1742.49 cr

Fund Manager

Parijat Agrawal
ADD to watchlist
PGIM India Balanced Advantage Fund Reg-G

0 Morning Star

0 Value Research

1.77 %

0 Morning Star

0 Value Research

NAV

11.46

1M Returns

1.77%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.1000.0

Fund Size

Rs.1457.75 Cr

Fund Manager

Puneet Pal
Very High Hybrid G
More

NAV

11.46

Min Investment

₹1000.0

Fund Size

₹1457.75 cr

Fund Manager

Puneet Pal
ADD to watchlist
ITI Balanced Advantage Fund Reg-G

1 Morning Star

0 Value Research

1.33 %

1 Morning Star

0 Value Research

NAV

10.57

1M Returns

1.33%

1Y Returns

20.77%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.516.23 Cr

Fund Manager

Dhimant Shah
Very High Hybrid G
More

NAV

10.57

Min Investment

₹500.0

Fund Size

₹516.23 cr

Fund Manager

Dhimant Shah
ADD to watchlist
Mahindra Manulife Balanced Advantage Yojana Reg-G

0 Morning Star

0 Value Research

-%

0 Morning Star

0 Value Research

NAV

9.95

1M Returns

-%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.669.21 Cr

Fund Manager

Rahul Pal
Very High Hybrid G
More

NAV

9.95

Min Investment

₹500.0

Fund Size

₹669.21 cr

Fund Manager

Rahul Pal
ADD to watchlist
NJ Balanced Advantage Fund Reg-G

0 Morning Star

0 Value Research

2.95 %

0 Morning Star

0 Value Research

NAV

9.81

1M Returns

2.95%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.4439.15 Cr

Fund Manager

Viral Shah
Very High Hybrid G
More

NAV

9.81

Min Investment

₹500.0

Fund Size

₹4439.15 cr

Fund Manager

Viral Shah
ADD to watchlist