WhiteOak Capital Balanced Advantage Fund vs WhiteOak Capital ELSS Tax Saver Fund
Direct Plan, Growth option · Data as on 30-10-2026
WhiteOak Capital Balanced Advantage Fund is a Balanced Advantage fund and WhiteOak Capital ELSS Tax Saver Fund is an ELSS fund. In the 3 years to 30-10-2026, WhiteOak Capital Balanced Advantage Fund (Direct) returned 11.4% a year and WhiteOak Capital ELSS Tax Saver Fund (Direct) returned 15.5% a year. WhiteOak Capital Balanced Advantage Fund charges 0.84% a year and WhiteOak Capital ELSS Tax Saver Fund 0.86% (Direct plans). Their portfolios overlap 56.3%: they hold 92 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 ELSS Tax Saver Fund
ELSS
- 3 year return
- 15.5%
- Expense ratio
- 0.86%
- NAV
- ₹18.41
Which is better, WhiteOak Capital Balanced Advantage or WhiteOak Capital ELSS Tax Saver? 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 ELSS Tax Saver returned more over 3 years: 15.5% a year against 11.4%.
- WhiteOak Capital Balanced Advantage returned more over 1 year: −0.6% against −2.3%.
- WhiteOak Capital Balanced Advantage costs less: 0.84% a year against 0.86% (Direct plans).
- WhiteOak Capital Balanced Advantage swung less over 3 years: a standard deviation of 8.3% a year against 14.1%.
- WhiteOak Capital Balanced Advantage fell less in its worst fall since 13-02-2023: −9.6% against −16.4%.
- WhiteOak Capital Balanced Advantage is the larger fund: ₹2,256 Cr against ₹481 Cr.
- Their portfolios overlap 56.3%: 92 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 ELSS Tax Saver Fund |
|---|---|---|
| Fund house | WhiteOak Capital Mutual Fund | WhiteOak Capital Mutual Fund |
| Category | Balanced Advantage | ELSS |
| AUM | ₹2,256 Cr (30-09-2026) | ₹481 Cr (30-09-2026) |
| NAV | ₹15.21 (Direct) | ₹18.41 (Direct) |
| Expense ratio (Direct) | 0.84% | 0.86% |
| Expense ratio (Regular) | 2.25% | 2.58% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 50+50 - Moderate Index | BSE 500 TRI |
| Launch date | 10-02-2023 | 14-10-2022 |
| Minimum investment | ₹500 | ₹500 |
| Lock in | None | 3 years |
| 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 ELSS Tax Saver: 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 ELSS Tax Saver Fund (Direct) | −0.74% | −3.51% | +3.23% | −2.32% | +15.53% | -- | -- |
| Balanced Advantage average | −0.55% | −2.88% | +0.08% | −2.08% | +9.14% | -- | -- |
| ELSS average | −2.34% | −5.61% | −1.63% | −5.75% | +10.92% | -- | -- |
Category average: the average of the 38 Balanced Advantage funds and the 50 ELSS funds, same plan type.
WhiteOak Capital Balanced Advantage vs WhiteOak Capital ELSS Tax Saver: Year-wise Returns
| Year | Balanced AdvantageWhiteOak Capital Balanced Advantage | ELSS Tax SaverWhiteOak Capital ELSS Tax Saver |
|---|---|---|
| 2026to date | −0.97% | −1.72% |
| 2025 | +8.62% | +4.95% |
| 2024 | +18.70% | +30.34% |
| 2023 | -- | +34.58% |
WhiteOak Capital Balanced Advantage vs WhiteOak Capital ELSS Tax Saver: Rolling Returns
Every holding period of both funds, against BSE 500 TRI, the benchmark of WhiteOak Capital ELSS Tax Saver Fund
Rolling returns
Every 3-year holding period, 174 of them, one for each trading day from 13-02-2026 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 ELSS Tax Saver Fund (Direct)
BSE 500 TRI
to
Mar 2026Apr 2023
to
Apr 2026Jun 2023
to
Jun 2026Jul 2023
to
Jul 2026Aug 2023
to
Aug 2026Oct 2023
to
Oct 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WhiteOak Capital Balanced Advantage | 0.0 | 0.0 | 0.0 | 94.3 | 5.7 | 0.0 | 0.0 | 12.8% | 12.7% | 10.7% | 15.5% | 44% |
| WhiteOak Capital ELSS Tax Saver | 0.0 | 0.0 | 0.0 | 5.7 | 66.1 | 28.2 | 0.0 | 18.6% | 18.6% | 14.3% | 22.9% | 100% |
| BSE 500 TRI | 0.0 | 0.0 | 13.8 | 63.8 | 22.4 | 0.0 | 0.0 | 13.0% | 12.9% | 8.4% | 17.8% | -- |
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. The benchmark is BSE 500 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 13-02-2023. Past returns do not promise future returns.
WhiteOak Capital Balanced Advantage vs WhiteOak Capital ELSS Tax Saver: 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 13-02-2023 to 30-10-2026: 45 instalments, ₹4,50,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| WhiteOak Capital Balanced AdvantageWhiteOak Capital Balanced Advantage Fund (Direct) | ₹4,50,000 | ₹5,23,912 | ₹73,912 | 8.1% |
| WhiteOak Capital ELSS Tax SaverWhiteOak Capital ELSS Tax Saver Fund (Direct) | ₹4,50,000 | ₹5,50,065 | ₹1,00,065 | 10.7% |
WhiteOak Capital Balanced AdvantageWhiteOak Capital Balanced Advantage Fund (Direct)
WhiteOak Capital ELSS Tax SaverWhiteOak Capital ELSS Tax Saver 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 ELSS Tax Saver: 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 ELSS Tax Saver Fund (Direct) |
|---|---|---|
| Return (CAGR) | −0.57% | −2.32% |
| Standard deviation | 8.98% | 13.78% |
| Sharpe ratio | -0.65 | -0.55 |
| Sortino ratio | -0.87 | -0.74 |
| Maximum drawdown | −9.6% (30-03-2026) | −15.9% (23-03-2026) |
| Beta | -- | 0.94 |
| Alpha | -- | +4.63% |
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 ELSS Tax Saver Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.37% | +15.53% |
| Standard deviation | 8.34% | 14.09% |
| Sharpe ratio | 0.64 | 0.67 |
| Sortino ratio | 0.88 | 0.92 |
| Maximum drawdown | −9.6% (30-03-2026) | −16.4% (28-02-2025) |
| Beta | -- | 0.96 |
| Alpha | -- | +5.78% |
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 ELSS Tax Saver Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.11% | +16.16% |
| Standard deviation | 7.79% | 13.02% |
| Sharpe ratio | 0.76 | 0.77 |
| Sortino ratio | 1.06 | 1.04 |
| Maximum drawdown | −9.6% (30-03-2026) | −16.4% (28-02-2025) |
| Beta | -- | 0.95 |
| Alpha | -- | +5.64% |
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 ELSS Tax Saver Fund (Direct)
BSE 500 TRI
| 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 ELSS Tax Saver Fund (Direct) | −16.4% | 11-12-2024 | 28-02-2025 | 27-06-2025 | 4 months | −6.4% |
| BSE 500 TRI | −18.7% | 26-09-2024 | 28-02-2025 | Not yet | -- | −9.4% |
From daily values since 13-02-2023, 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 ELSS Tax Saver Fund (Direct)
BSE 500 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-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 ELSS Tax Saver Fund (Direct)
BSE 500 TRI
Against BSE 500 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| WhiteOak Capital Balanced Advantage Fund (Direct) | 70% | 46% | 6.58% |
| WhiteOak Capital ELSS Tax Saver Fund (Direct) | 110% | 79% | 4.24% |
From month-end values since 13-02-2023. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
WhiteOak Capital Balanced Advantage vs WhiteOak Capital ELSS Tax Saver: Portfolio Overlap
From each fund's latest monthly portfolio: WhiteOak Capital Balanced Advantage Fund, September 2026; WhiteOak Capital ELSS Tax Saver Fund, September 2026
Holdings in common
- Overlap
- 56.3%
- Held by both
- 92
- Only in WhiteOak Capital Balanced Advantage
- 48
- Only in WhiteOak Capital ELSS Tax Saver
- 49
| Security | % of WhiteOak Capital Balanced Advantage | % of WhiteOak Capital ELSS Tax Saver |
|---|---|---|
| ICICI Bank Limited | 6.97% | 8.15% |
| HDFC Bank Limited | 3.93% | 3.97% |
| Bharti Airtel Limited | 2.87% | 3.91% |
| Nestle India Limited | 2.51% | 3.52% |
| Eternal Limited | 1.94% | 2.82% |
| Mahindra & Mahindra Limited | 1.93% | 2.41% |
| State Bank of India | 1.90% | 2.47% |
| Kotak Mahindra Bank Limited | 1.88% | 2.56% |
| Coforge Limited | 2.47% | 1.87% |
| Reliance Industries Limited | 1.75% | 2.33% |
| Torrent Pharmaceuticals Limited | 1.39% | 1.78% |
| Titan Company Limited | 1.35% | 1.80% |
| Maruti Suzuki India Limited | 1.23% | 1.49% |
| Bharat Electronics Limited | 1.18% | 1.63% |
| Axis Bank Limited | 0.96% | 1.35% |
| Hindalco Industries Limited | 0.78% | 1.03% |
| Persistent Systems Limited | 0.76% | 1.26% |
| Larsen & Toubro Limited | 0.71% | 0.64% |
| Tech Mahindra Limited | 0.62% | 0.74% |
| Bajaj Finance Limited | 0.56% | 0.56% |
| Muthoot Finance Limited | 0.56% | 0.89% |
| Asian Paints Limited | 0.50% | 0.78% |
| Bajaj Finserv Limited | 0.49% | 1.04% |
| Infosys Limited | 0.71% | 0.48% |
| Aadhar Housing Finance Limited | 0.48% | 1.03% |
| Lenskart Solutions Limited | 0.47% | 0.69% |
| Oil India Limited | 0.50% | 0.46% |
| Navin Fluorine International Limited | 0.45% | 0.86% |
| Pidilite Industries Limited | 0.53% | 0.44% |
| Azad Engineering Ltd | 0.43% | 0.80% |
| Power Grid Corporation of India Limited | 0.50% | 0.41% |
| National Stock Exchange Of India Ltd | 0.49% | 0.41% |
| Tata Consultancy Services Limited | 0.58% | 0.40% |
| Max Financial Services Limited | 0.40% | 0.85% |
| Adani Enterprises Limited | 1.27% | 0.38% |
| Juniper Green Energy Limited | 1.22% | 0.38% |
| KRN Heat Exchanger And Refrigeration Limited | 0.38% | 0.93% |
| TD Power Systems Limited | 0.36% | 0.73% |
| Dynamatic Technologies Limited | 0.35% | 0.59% |
| Krishna Institute Of Medical Sciences Limited | 0.34% | 0.48% |
| Cholamandalam Investment and Finance Company Ltd | 0.40% | 0.33% |
| National Aluminium Company Limited | 0.33% | 0.53% |
| NTPC Limited | 0.53% | 0.32% |
| Mankind Pharma Limited | 0.37% | 0.32% |
| Power Finance Corporation Limited | 0.31% | 0.46% |
| Poly Medicure Limited | 0.31% | 0.58% |
| India Shelter Finance Corporation Limited | 0.31% | 0.62% |
| Oil & Natural Gas Corporation Limited | 0.39% | 0.30% |
| Info Edge (India) Limited | 0.30% | 0.54% |
| Aditya Infotech Limited | 0.30% | 0.34% |
| Five Star Business Finance Limited | 0.29% | 0.56% |
| The Phoenix Mills Limited | 0.29% | 0.41% |
| Tata Steel Limited | 0.46% | 0.28% |
| Leela Palaces Hotels & Resorts Limited | 0.28% | 0.48% |
| CARE Ratings Limited | 0.28% | 0.58% |
| Acutaas Chemicals Limited | 0.27% | 0.64% |
| Indigo Paints Limited | 0.27% | 0.56% |
| TBO Tek Limited | 0.27% | 0.46% |
| Billionbrains Garage Ventures Ltd | 0.27% | 0.26% |
| Ajax Engineering Limited | 0.26% | 0.63% |
| Solar Industries India Limited | 0.26% | 0.66% |
| Computer Age Management Services Limited | 0.26% | 0.37% |
| Manorama Industries Limited | 0.25% | 0.38% |
| Cipla Limited | 0.24% | 0.90% |
| Eureka Forbes Ltd | 0.23% | 0.37% |
| Kirloskar Oil Engines Limited | 0.23% | 0.32% |
| eClerx Services Limited | 0.23% | 0.42% |
| S.J.S. Enterprises Limited | 0.22% | 0.51% |
| PB Fintech Limited | 0.22% | 0.37% |
| Ajanta Pharma Limited | 0.20% | 0.68% |
| Vijaya Diagnostic Centre Limited | 0.20% | 0.49% |
| Neuland Laboratories Limited | 0.19% | 0.71% |
| Vedanta Aluminium Metal Limited | 0.23% | 0.18% |
| Vishal Mega Mart Limited | 0.18% | 0.30% |
| SS Retail Limited | 0.16% | 0.37% |
| PNB Housing Finance Limited | 0.16% | 0.59% |
| Sudeep Pharma Limited | 0.15% | 0.29% |
| Intellect Design Arena Limited | 0.14% | 0.30% |
| ICICI Prudential Asset Management Company Limited | 0.14% | 0.17% |
| Doms Industries Limited | 0.13% | 0.23% |
| Gillette India Limited | 0.13% | 0.27% |
| Safari Industries (India) Limited | 0.13% | 0.27% |
| Blue Star Limited | 0.12% | 0.38% |
| Jyothy Labs Limited | 0.11% | 0.19% |
| JSW Steel Limited | 0.09% | 0.35% |
| Tenneco Clean Air India Limited | 0.07% | 0.39% |
| Corona Remedies Limited | 0.06% | 0.47% |
| LTM Limited | 0.06% | 0.13% |
| Indiqube Spaces Limited | 0.05% | 0.25% |
| Newgen Software Technologies Limited | 0.04% | 0.15% |
| Hy-Tech Engineers Limited | 0.19% | 0.02% |
| Clean Max Enviro Energy Solutions Limited | 0.01% | 0.23% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 56.3% means 56.3% 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 |
|---|---|
| Embassy Office Parks REIT | 2.82% |
| Nexus Select Trust - REIT | 2.71% |
| 7.77% Bajaj Finance Limited (17/04/2029) | 1.75% |
| Knowledge Realty Trust | 1.55% |
| 7.44% National Bank For Agriculture and Rural Development (17/07/2029) | 1.45% |
Largest holdings only in WhiteOak Capital ELSS Tax Saver Fund
| Security | % of fund |
|---|---|
| Yasho Industries Limited | 1.24% |
| Yash Highvoltage Limited | 0.83% |
| Dr. Lal Path Labs Limited | 0.61% |
| City Union Bank Limited | 0.60% |
| Shaily Engineering Plastics Limited | 0.58% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | WhiteOak Capital Balanced Advantage | WhiteOak Capital ELSS Tax Saver |
|---|---|---|
| Equity | 66.1% | 97.4% |
| Debt | 17.2% | 0.0% |
| Cash and others | 16.7% | 2.6% |
Market cap of stocks
| Market cap | WhiteOak Capital Balanced Advantage | WhiteOak Capital ELSS Tax Saver |
|---|---|---|
| Large Cap | 45.8% | 52.3% |
| Mid Cap | 7.4% | 11.7% |
| Small Cap | 8.9% | 30.4% |
| Not on AMFI's list | 4.0% | 3.0% |
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 ELSS Tax Saver |
|---|---|---|
| Banks | 15.6% | 20.3% |
| Finance | 3.6% | 7.6% |
| Pharmaceuticals & Biotechnology | 4.3% | 6.4% |
| IT - Software | 5.8% | 5.6% |
| Retailing | 3.0% | 5.5% |
| Consumer Durables | 2.6% | 5.0% |
| Automobiles | 3.2% | 3.9% |
The six largest sectors of each fund's stocks, % of the fund.
WhiteOak Capital Balanced Advantage vs WhiteOak Capital ELSS Tax Saver: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | WhiteOak Capital Balanced Advantage Fund | WhiteOak Capital ELSS Tax Saver Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.84% | 0.86% |
| Base expense ratio (Direct) | 0.54% | 0.64% |
| Total expense ratio (Regular) | 2.25% | 2.58% |
| Base expense ratio (Regular) | 1.74% | 2.10% |
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 ELSS Tax Saver Fund: Frequently Asked Questions
What is the difference between WhiteOak Capital Balanced Advantage Fund and WhiteOak Capital ELSS Tax Saver Fund?
WhiteOak Capital Balanced Advantage Fund is a Balanced Advantage fund, WhiteOak Capital ELSS Tax Saver Fund is an ELSS fund, run by WhiteOak Capital Mutual Fund. Their portfolios overlap 56.3%. WhiteOak Capital Balanced Advantage Fund charges 0.84% a year and WhiteOak Capital ELSS Tax Saver Fund 0.86%.
Which has given higher returns, WhiteOak Capital Balanced Advantage Fund or WhiteOak Capital ELSS Tax Saver Fund?
Over 1 year: WhiteOak Capital Balanced Advantage Fund −0.57%, WhiteOak Capital ELSS Tax Saver Fund −2.32%. Over 3 years: WhiteOak Capital Balanced Advantage Fund +11.37% a year, WhiteOak Capital ELSS Tax Saver Fund +15.53% 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 ELSS Tax Saver Fund?
WhiteOak Capital Balanced Advantage Fund charges less: 0.84% a year against 0.86%. These are the Direct plans' total expense ratios reported to AMFI.
How much do WhiteOak Capital Balanced Advantage Fund and WhiteOak Capital ELSS Tax Saver Fund overlap?
56.3%. They hold 92 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 ELSS Tax Saver Fund?
On SEBI's riskometer, WhiteOak Capital Balanced Advantage Fund is rated Very High and WhiteOak Capital ELSS Tax Saver Fund Very High. Over 3 years, the standard deviation of daily returns was 8.34% and 14.09% a year.
Which is better for SIP, WhiteOak Capital Balanced Advantage Fund or WhiteOak Capital ELSS Tax Saver 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 ₹4,11,468 in WhiteOak Capital ELSS Tax Saver Fund (XIRR 6.9% 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 ELSS Tax Saver Fund?
Yes. 56.3% 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 ELSS Tax Saver Fund?
WhiteOak Capital Balanced Advantage Fund: Ramesh Mantri, Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal. WhiteOak Capital ELSS Tax Saver 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.