WhiteOak Capital Balanced Advantage Fund vs WhiteOak Capital Balanced Hybrid Fund
Direct Plan, Growth option · Data as on 30-10-2026
WhiteOak Capital Balanced Advantage Fund is a Balanced Advantage fund and WhiteOak Capital Balanced Hybrid Fund is a Hybrid fund. In the 3 years to 30-10-2026, WhiteOak Capital Balanced Advantage Fund (Direct) returned 11.4% a year and WhiteOak Capital Balanced Hybrid Fund (Direct) returned 10.7% a year. WhiteOak Capital Balanced Advantage Fund charges 0.84% a year and WhiteOak Capital Balanced Hybrid Fund 0.71% (Direct plans). Their portfolios overlap 59.9%: they hold 115 of the same securities.
WhiteOak Capital Balanced Advantage Fund
Balanced Advantage
- 3 year return
- 11.4%
- Expense ratio
- 0.84%
- NAV
- ₹15.21
WhiteOak Capital Balanced Hybrid Fund
Hybrid
- 3 year return
- 10.7%
- Expense ratio
- 0.71%
- NAV
- ₹13.59
Which is better, WhiteOak Capital Balanced Advantage or WhiteOak Capital Balanced Hybrid? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- WhiteOak Capital Balanced Advantage returned more over 3 years: 11.4% a year against 10.7%.
- WhiteOak Capital Balanced Hybrid returned more over 1 year: −0.4% against −0.6%.
- WhiteOak Capital Balanced Hybrid costs less: 0.71% a year against 0.84% (Direct plans).
- WhiteOak Capital Balanced Hybrid swung less over 3 years: a standard deviation of 7.6% a year against 8.3%.
- WhiteOak Capital Balanced Hybrid fell less in its worst fall since 30-10-2023: −8.4% against −9.6%.
- WhiteOak Capital Balanced Advantage holds more in large companies: 45.8% of the fund in large caps against 32.6%.
- WhiteOak Capital Balanced Advantage is the larger fund: ₹2,256 Cr against ₹293 Cr.
- Their portfolios overlap 59.9%: 115 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | WhiteOak Capital Balanced Advantage Fund | WhiteOak Capital Balanced Hybrid Fund |
|---|---|---|
| Fund house | WhiteOak Capital Mutual Fund | WhiteOak Capital Mutual Fund |
| Category | Balanced Advantage | Hybrid |
| AUM | ₹2,256 Cr (30-09-2026) | ₹293 Cr (30-09-2026) |
| NAV | ₹15.21 (Direct) | ₹13.59 (Direct) |
| Expense ratio (Direct) | 0.84% | 0.71% |
| Expense ratio (Regular) | 2.25% | 2.25% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 50+50 - Moderate Index | CRISIL Hybrid 50+50 - Moderate Index |
| Launch date | 10-02-2023 | 27-10-2023 |
| Minimum investment | ₹500 | ₹500 |
| Lock in | None | None |
| Fund managers | Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal | Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal |
| Exit load | Nil | Nil |
WhiteOak Capital Balanced Advantage vs WhiteOak Capital Balanced Hybrid: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| WhiteOak Capital Balanced Advantage Fund (Direct) | −0.45% | −2.43% | +2.18% | −0.57% | +11.37% | -- | -- |
| WhiteOak Capital Balanced Hybrid Fund (Direct) | −0.58% | −1.96% | +2.08% | −0.36% | +10.67% | -- | -- |
| Balanced Advantage average | −0.55% | −2.88% | +0.08% | −2.08% | +9.14% | -- | -- |
Category average: the average of the 38 Balanced Advantage funds, same plan type.
WhiteOak Capital Balanced Advantage vs WhiteOak Capital Balanced Hybrid: Year-wise Returns
| Year | AdvantageWhiteOak Capital Balanced Advantage | HybridWhiteOak Capital Balanced Hybrid |
|---|---|---|
| 2026to date | −0.97% | −0.72% |
| 2025 | +8.62% | +8.21% |
| 2024 | +18.70% | +17.18% |
WhiteOak Capital Balanced Advantage vs WhiteOak Capital Balanced Hybrid: Rolling Returns
Every holding period of both funds
Rolling returns
Every 1-year holding period, 492 of them, one for each trading day from 30-10-2024 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
WhiteOak Capital Balanced Advantage Fund (Direct)
WhiteOak Capital Balanced Hybrid Fund (Direct)
to
Dec 2024Apr 2024
to
Apr 2025Sept 2024
to
Sept 2025Jan 2025
to
Jan 2026May 2025
to
May 2026Sept 2025
to
Sept 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WhiteOak Capital Balanced Advantage | 1.8 | 21.5 | 35.6 | 26.6 | 6.9 | 6.3 | 1.2 | 9.5% | 9.0% | −2.1% | 26.6% |
| WhiteOak Capital Balanced Hybrid | 1.4 | 21.3 | 45.0 | 21.9 | 3.9 | 6.2 | 0.2 | 8.8% | 8.0% | −1.6% | 25.1% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 30-10-2023. Past returns do not promise future returns.
WhiteOak Capital Balanced Advantage vs WhiteOak Capital Balanced Hybrid: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 03-10-2023 to 30-10-2026: 37 instalments, ₹3,70,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| WhiteOak Capital Balanced AdvantageWhiteOak Capital Balanced Advantage Fund (Direct) | ₹3,70,000 | ₹4,06,673 | ₹36,673 | 6.1% |
| WhiteOak Capital Balanced HybridWhiteOak Capital Balanced Hybrid Fund (Direct) | ₹3,70,000 | ₹4,04,930 | ₹34,930 | 5.8% |
WhiteOak Capital Balanced AdvantageWhiteOak Capital Balanced Advantage Fund (Direct)
WhiteOak Capital Balanced HybridWhiteOak Capital Balanced Hybrid Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
WhiteOak Capital Balanced Advantage vs WhiteOak Capital Balanced Hybrid: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | WhiteOak Capital Balanced Advantage Fund (Direct) | WhiteOak Capital Balanced Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | −0.57% | −0.36% |
| Standard deviation | 8.98% | 7.60% |
| Sharpe ratio | -0.65 | -0.74 |
| Sortino ratio | -0.87 | -0.99 |
| Maximum drawdown | −9.6% (30-03-2026) | −8.4% (23-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | WhiteOak Capital Balanced Advantage Fund (Direct) | WhiteOak Capital Balanced Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.37% | +10.67% |
| Standard deviation | 8.34% | 7.60% |
| Sharpe ratio | 0.64 | 0.61 |
| Sortino ratio | 0.88 | 0.83 |
| Maximum drawdown | −9.6% (30-03-2026) | −8.4% (23-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | WhiteOak Capital Balanced Advantage Fund (Direct) | WhiteOak Capital Balanced Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.11% | +10.66% |
| Standard deviation | 7.79% | 7.60% |
| Sharpe ratio | 0.76 | 0.61 |
| Sortino ratio | 1.06 | 0.83 |
| Maximum drawdown | −9.6% (30-03-2026) | −8.4% (23-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 13-02-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
WhiteOak Capital Balanced Advantage Fund (Direct)
WhiteOak Capital Balanced Hybrid Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| WhiteOak Capital Balanced Advantage Fund (Direct) | −9.6% | 20-11-2025 | 30-03-2026 | 06-07-2026 | 3 months | −4.2% |
| WhiteOak Capital Balanced Hybrid Fund (Direct) | −8.4% | 20-11-2025 | 23-03-2026 | 06-07-2026 | 3 months | −3.4% |
From daily values since 30-10-2023, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
WhiteOak Capital Balanced Advantage Fund (Direct)
WhiteOak Capital Balanced Hybrid Fund (Direct)
WhiteOak Capital Balanced Advantage vs WhiteOak Capital Balanced Hybrid: Portfolio Overlap
From each fund's latest monthly portfolio: WhiteOak Capital Balanced Advantage Fund, September 2026; WhiteOak Capital Balanced Hybrid Fund, September 2026
Holdings in common
- Overlap
- 59.9%
- Held by both
- 115
- Only in WhiteOak Capital Balanced Advantage
- 25
- Only in WhiteOak Capital Balanced Hybrid
- 33
| Security | % of WhiteOak Capital Balanced Advantage | % of WhiteOak Capital Balanced Hybrid |
|---|---|---|
| ICICI Bank Limited | 6.97% | 5.21% |
| HDFC Bank Limited | 3.93% | 2.75% |
| Bharti Airtel Limited | 2.87% | 2.36% |
| Nexus Select Trust - REIT | 2.71% | 2.06% |
| Nestle India Limited | 2.51% | 1.78% |
| Eternal Limited | 1.94% | 1.67% |
| Embassy Office Parks REIT | 2.82% | 1.60% |
| Mahindra & Mahindra Limited | 1.93% | 1.56% |
| State Bank of India | 1.90% | 1.47% |
| 6.94% Government of India (11/05/2036) | 1.42% | 2.03% |
| Kotak Mahindra Bank Limited | 1.88% | 1.40% |
| Reliance Industries Limited | 1.75% | 1.35% |
| Titan Company Limited | 1.35% | 1.18% |
| 7.88% Muthoot Finance Limited (22/11/2028) | 1.09% | 1.68% |
| 7.54% Godrej Industries Limited (04/05/2029) | 1.08% | 1.67% |
| Torrent Pharmaceuticals Limited | 1.39% | 1.07% |
| 7.44% National Bank For Agriculture and Rural Development (17/07/2029) | 1.45% | 1.01% |
| Bharat Electronics Limited | 1.18% | 0.99% |
| Maruti Suzuki India Limited | 1.23% | 0.98% |
| 6.28% Government of India (14/07/2032) | 0.97% | 1.58% |
| Coforge Limited | 2.47% | 0.84% |
| Axis Bank Limited | 0.96% | 0.73% |
| 7.57% LIC Housing Finance Limited (23/11/2029) | 0.66% | 2.37% |
| 8.85% Muthoot Finance Limited (20/12/2028) | 0.66% | 0.68% |
| 6.36% Government of India (16/02/2031) | 0.65% | 0.67% |
| Juniper Green Energy Limited | 1.22% | 0.64% |
| Persistent Systems Limited | 0.76% | 0.63% |
| Hindalco Industries Limited | 0.78% | 0.60% |
| Larsen & Toubro Limited | 0.71% | 0.59% |
| 6.54% Government of India (17/01/2032) | 0.59% | 0.60% |
| 7.39% Small Industries Dev Bank of India (21/03/2030) | 0.57% | 1.68% |
| Infosys Limited | 0.71% | 0.51% |
| NTPC Limited | 0.53% | 0.50% |
| National Stock Exchange Of India Ltd | 0.49% | 0.87% |
| Bajaj Finance Limited | 0.56% | 0.48% |
| Oil India Limited | 0.50% | 0.46% |
| Muthoot Finance Limited | 0.56% | 0.44% |
| 7.40 % National Bank For Agriculture and Rural Development (29/04/2030) | 0.44% | 1.68% |
| 6.65% Indian Railway Finance Corporation Limited (20/05/2030) | 0.43% | 0.49% |
| Aadhar Housing Finance Limited | 0.48% | 0.42% |
| Tata Consultancy Services Limited | 0.58% | 0.39% |
| Lenskart Solutions Limited | 0.47% | 0.39% |
| Cholamandalam Investment and Finance Company Ltd | 0.40% | 0.38% |
| Max Financial Services Limited | 0.40% | 0.37% |
| Bajaj Finserv Limited | 0.49% | 0.36% |
| TD Power Systems Limited | 0.36% | 0.37% |
| Dynamatic Technologies Limited | 0.35% | 0.36% |
| Tata Steel Limited | 0.46% | 0.34% |
| Navin Fluorine International Limited | 0.45% | 0.34% |
| Azad Engineering Ltd | 0.43% | 0.33% |
| KRN Heat Exchanger And Refrigeration Limited | 0.38% | 0.33% |
| Mankind Pharma Limited | 0.37% | 0.33% |
| Krishna Institute Of Medical Sciences Limited | 0.34% | 0.32% |
| 7.51% Small Industries Dev Bank of India (12/06/2028) | 0.31% | 1.02% |
| National Aluminium Company Limited | 0.33% | 0.30% |
| India Shelter Finance Corporation Limited | 0.31% | 0.30% |
| Asian Paints Limited | 0.50% | 0.29% |
| Poly Medicure Limited | 0.31% | 0.29% |
| Five Star Business Finance Limited | 0.29% | 0.35% |
| Adani Enterprises Limited | 1.27% | 0.28% |
| Info Edge (India) Limited | 0.30% | 0.28% |
| Leela Palaces Hotels & Resorts Limited | 0.28% | 0.34% |
| CARE Ratings Limited | 0.28% | 0.30% |
| Shilpa Medicare Limited | 0.28% | 0.30% |
| Acutaas Chemicals Limited | 0.27% | 0.32% |
| Power Finance Corporation Limited | 0.31% | 0.26% |
| Billionbrains Garage Ventures Ltd | 0.27% | 0.26% |
| Ajax Engineering Limited | 0.26% | 0.26% |
| Solar Industries India Limited | 0.26% | 0.42% |
| Oil & Natural Gas Corporation Limited | 0.39% | 0.25% |
| Aditya Infotech Limited | 0.30% | 0.25% |
| Manorama Industries Limited | 0.25% | 0.27% |
| The Phoenix Mills Limited | 0.29% | 0.24% |
| Computer Age Management Services Limited | 0.26% | 0.24% |
| Pidilite Industries Limited | 0.53% | 0.23% |
| TBO Tek Limited | 0.27% | 0.23% |
| Kirloskar Oil Engines Limited | 0.23% | 0.29% |
| PB Fintech Limited | 0.22% | 0.22% |
| Tech Mahindra Limited | 0.62% | 0.20% |
| Sun Pharmaceutical Industries Limited | 0.44% | 0.19% |
| Indigo Paints Limited | 0.27% | 0.19% |
| S.J.S. Enterprises Limited | 0.22% | 0.19% |
| Neuland Laboratories Limited | 0.19% | 0.23% |
| Cipla Limited | 0.24% | 0.18% |
| Eureka Forbes Ltd | 0.23% | 0.18% |
| Vishal Mega Mart Limited | 0.18% | 0.22% |
| eClerx Services Limited | 0.23% | 0.17% |
| Ajanta Pharma Limited | 0.20% | 0.16% |
| SS Retail Limited | 0.16% | 0.91% |
| PNB Housing Finance Limited | 0.16% | 0.22% |
| Vedanta Aluminium Metal Limited | 0.23% | 0.15% |
| SBI Life Insurance Company Limited | 0.25% | 0.14% |
| Firstsource Solutions Limited | 0.20% | 0.14% |
| Intellect Design Arena Limited | 0.14% | 0.15% |
| ICICI Prudential Asset Management Company Limited | 0.14% | 0.24% |
| Doms Industries Limited | 0.13% | 0.14% |
| Gillette India Limited | 0.13% | 0.18% |
| Safari Industries (India) Limited | 0.13% | 0.14% |
| CG Power and Industrial Solutions Limited | 0.42% | 0.12% |
| Vijaya Diagnostic Centre Limited | 0.20% | 0.11% |
| Jyothy Labs Limited | 0.11% | 0.12% |
| Blue Star Limited | 0.12% | 0.10% |
| JSW Steel Limited | 0.09% | 0.14% |
| Bagmane Prime Office REIT | 0.08% | 0.12% |
| Rainbow Childrens Medicare Limited | 0.08% | 0.09% |
| Sudeep Pharma Limited | 0.15% | 0.07% |
| Tenneco Clean Air India Limited | 0.07% | 0.14% |
| LTM Limited | 0.06% | 0.14% |
| Indiqube Spaces Limited | 0.05% | 0.05% |
| Awfis Space Solutions Limited | 0.05% | 0.05% |
| Newgen Software Technologies Limited | 0.04% | 0.04% |
| Hy-Tech Engineers Limited | 0.19% | 0.03% |
| Moneyview Limited | 0.03% | 0.01% |
| Laxmi Dental Limited | 0.03% | 0.01% |
| Clean Max Enviro Energy Solutions Limited | 0.01% | 0.07% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 59.9% means 59.9% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in WhiteOak Capital Balanced Advantage Fund
| Security | % of fund |
|---|---|
| 7.77% Bajaj Finance Limited (17/04/2029) | 1.75% |
| Knowledge Realty Trust | 1.55% |
| 8.15% Tata Capital Housing Finance Limited (11/06/2031) | 0.88% |
| Behari Lal Engineering Limited | 0.78% |
| 7.07% LIC Housing Finance Limited (29/04/2030) | 0.77% |
Largest holdings only in WhiteOak Capital Balanced Hybrid Fund
| Security | % of fund |
|---|---|
| 8.06% Bajaj Finance Limited (15/05/2029) | 3.39% |
| 8.95% Reliance Industries Limited (09/11/2028) | 1.75% |
| 7.89% REC Limited (30/03/2030) | 1.71% |
| 7.64% National Bank For Agriculture and Rural Development (06/12/2029) | 1.70% |
| 7.83% Cholamandalam Investment and Finance Company Ltd (28/06/2028) | 1.69% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | WhiteOak Capital Balanced Advantage | WhiteOak Capital Balanced Hybrid |
|---|---|---|
| Equity | 66.1% | 51.6% |
| Debt | 17.2% | 38.6% |
| Cash and others | 16.7% | 9.8% |
Market cap of stocks
| Market cap | WhiteOak Capital Balanced Advantage | WhiteOak Capital Balanced Hybrid |
|---|---|---|
| Large Cap | 45.8% | 32.6% |
| Mid Cap | 7.4% | 5.5% |
| Small Cap | 8.9% | 10.1% |
| Not on AMFI's list | 4.0% | 3.4% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | WhiteOak Capital Balanced Advantage | WhiteOak Capital Balanced Hybrid |
|---|---|---|
| Banks | 15.6% | 11.8% |
| IT - Software | 5.8% | 3.1% |
| Pharmaceuticals & Biotechnology | 4.3% | 2.9% |
| Finance | 3.6% | 4.0% |
| Retailing | 3.0% | 3.5% |
| Automobiles | 3.2% | 2.5% |
The six largest sectors of each fund's stocks, % of the fund.
WhiteOak Capital Balanced Advantage vs WhiteOak Capital Balanced Hybrid: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | WhiteOak Capital Balanced Advantage Fund | WhiteOak Capital Balanced Hybrid Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.84% | 0.71% |
| Base expense ratio (Direct) | 0.54% | 0.54% |
| Total expense ratio (Regular) | 2.25% | 2.25% |
| Base expense ratio (Regular) | 1.74% | 1.85% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare WhiteOak Capital Balanced Advantage with
WhiteOak Capital Balanced Advantage Fund vs WhiteOak Capital Balanced Hybrid Fund: Frequently Asked Questions
What is the difference between WhiteOak Capital Balanced Advantage Fund and WhiteOak Capital Balanced Hybrid Fund?
WhiteOak Capital Balanced Advantage Fund is a Balanced Advantage fund, WhiteOak Capital Balanced Hybrid Fund is a Hybrid fund, run by WhiteOak Capital Mutual Fund. Their portfolios overlap 59.9%. WhiteOak Capital Balanced Advantage Fund charges 0.84% a year and WhiteOak Capital Balanced Hybrid Fund 0.71%.
Which has given higher returns, WhiteOak Capital Balanced Advantage Fund or WhiteOak Capital Balanced Hybrid Fund?
Over 1 year: WhiteOak Capital Balanced Advantage Fund −0.57%, WhiteOak Capital Balanced Hybrid Fund −0.36%. Over 3 years: WhiteOak Capital Balanced Advantage Fund +11.37% a year, WhiteOak Capital Balanced Hybrid Fund +10.67% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, WhiteOak Capital Balanced Advantage Fund or WhiteOak Capital Balanced Hybrid Fund?
WhiteOak Capital Balanced Hybrid Fund charges less: 0.71% a year against 0.84%. These are the Direct plans' total expense ratios reported to AMFI.
How much do WhiteOak Capital Balanced Advantage Fund and WhiteOak Capital Balanced Hybrid Fund overlap?
59.9%. They hold 115 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, BHARTIARTL. From each fund's latest monthly portfolio.
Which is riskier, WhiteOak Capital Balanced Advantage Fund or WhiteOak Capital Balanced Hybrid Fund?
On SEBI's riskometer, WhiteOak Capital Balanced Advantage Fund is rated Very High and WhiteOak Capital Balanced Hybrid Fund Very High. Over 3 years, the standard deviation of daily returns was 8.34% and 7.60% a year.
Which is better for SIP, WhiteOak Capital Balanced Advantage Fund or WhiteOak Capital Balanced Hybrid Fund?
Over the last 3 years, a monthly SIP of ₹10,000 from 03-10-2023 to 30-10-2026 grew to ₹4,06,673 in WhiteOak Capital Balanced Advantage Fund (XIRR 6.1% a year) and ₹4,04,930 in WhiteOak Capital Balanced Hybrid Fund (XIRR 5.8% a year). Both received 37 instalments. Past returns do not promise future returns.
Can I invest in both WhiteOak Capital Balanced Advantage Fund and WhiteOak Capital Balanced Hybrid Fund?
Yes. 59.9% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages WhiteOak Capital Balanced Advantage Fund and WhiteOak Capital Balanced Hybrid Fund?
WhiteOak Capital Balanced Advantage Fund: Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal. WhiteOak Capital Balanced Hybrid Fund: Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.