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WhiteOak Capital Balanced Advantage Reg-G
Fund Category: Dynamic Asset Allocation or Balanced Advantage
Fund Category Dynamic Asset Allocation or Balanced Advantage
NAV( 16 Feb 2026)
₹ 14.52
-0.4%
WhiteOak Capital Balanced Advantage Reg-G
Investment details
-
Min SIP amount
₹ 100
-
Min Lumpsum
₹ 500
-
Lock In
0
-
Expense ratio
2.02%
-
Exit load
1% Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 30 days.
L After 365 days
Fund details
View Fund Documents-
Fund size
₹ 2,130 Cr
-
Plan
REGULAR
-
Launch date
20 Jan 2023
-
Fund type
OPEN
-
Fund benchmark
CRISIL Hybrid 50+50 Moderate Index
-
ISIN
INF03VN01720
Risk Associated
Very High
- Investors be aware that principal under this fund will be at Very High risk.
- This product is suitable for investors who are seeking capital appreciation over long term
About AMC
View All Mutual Funds-
Funds Offered
21
-
AUM
₹ 32,686 Cr
-
Website
About
WhiteOak Capital Asset Management Limited is part of White Oak Capital Group, a globally trusted asset management group founded by Mr. Prashant Khemka, an investment professional with an enviable track record spanning over two decades. The group has investment research teams based in India, Singapore, Spain and additional sales and distribution offices in Switzerland, UAE and the UK. The India AMC team comprises seasoned professionals with rich experience in Financial Services, led by Mr. Aashish P. Somaiyaa, CEO, who brings 20+ years of experience in the asset management industry. The AMC has an on-ground presence in over 50 cities and a basket of Equity, Hybrid, and Debt funds to cater to various investor needs.
Fund Manager
View All Mutual Funds-
Funds Offered
21
-
AUM
₹ 32,700 Cr
-
Highest Return
25.45%
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
Frequently Asked Questions
View AllWhat is the current NAV of WhiteOak Capital Balanced Advantage Reg-G?
The current NAV of WhiteOak Capital Balanced Advantage Reg-G is ₹ 14.518
How much does WhiteOak Capital Balanced Advantage Reg-G charge as expense ratio?
The expense ratio of WhiteOak Capital Balanced Advantage Reg-G is 2.02%
How to Redeem WhiteOak Capital Balanced Advantage Reg-G Regular Growth?
To redeem, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.
What are the steps to invest in WhiteOak Capital Balanced Advantage Reg-G?
To invest, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click
on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.
Secure your future with hassle-free investing on Moneyfy!
Can I invest in WhiteOak Capital Balanced Advantage Reg-G through both SIP and lump sum?
You can invest in Both SIP & Lumpsum in WhiteOak Capital Balanced Advantage Reg-G based on your investment objective and risk profile.
What is the return of WhiteOak Capital Balanced Advantage Reg-G?
For WhiteOak Capital Balanced Advantage Reg-G, 3-year return is 13.22% per annum and 5-year return is -% per annum. Check the return performance in detail on the page.
What is the lock-in period in WhiteOak Capital Balanced Advantage Reg-G?
The lock-in-period of WhiteOak Capital Balanced Advantage Reg-G is 0 years.
How to Start your Investing journey on Tata Moneyfy?
At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:
Create account
Register your mobile number and email ID with Moneyfy
Complete KYC
Set up your account and update your KYC details
Start investing
Once we verify your KYC details, you’re ready to start investing!
Scan the QR code to download the app
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