3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹1222.01 Cr.
Expense Ratio
0.51% (inclusive of GST)
Exit Load
In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
WhiteOak Capital Mutual Fund Managers
RM
Ramesh Mantri
Fund Manager since Aug 2024
Fund House Details
WhiteOak Capital Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HDFC Balanced Advantage Fund |
23.45% |
4 |
Baroda BNP Paribas Balanced Advantage Fund |
15.23% |
3 |
Edelweiss Balanced Advantage Fund |
13.38% |
5 |
Schemes by WhiteOak Capital Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
Whiteoak Capital Arbitrage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Whiteoak Capital Balanced Advantage Fund Direct Plan Growth
Hybrid . Balanced Hybrid Fund
Whiteoak Capital Balanced Hybrid Fund Direct Plan Growth
Equity . Sectoral / Thematic
Whiteoak Capital Banking and Financial Services Fund Direct Growth
Equity . Sectoral / Thematic
Whiteoak Capital Digital Bharat Fund Direct Plan Growth
Key Features of The Fund
5-year return | NA |
Expense Ratio | 0.51% |
Fund Manager | Ramesh Mantri |
Fund Size | ₹1222.01 Cr |
Risk Profile | Very High |
AMC Contact Details
Name | WhiteOak Capital Mutual Fund |
Launch Date | June 2017 |
Addresss | WhiteOak Capital Asset Management Ltd., Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai – 400025 |
Contact | 1800 3000 3060 |
clientservice@whiteoakamc.com | |
Website | https://mf.whiteoakamc.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Whiteoak Capital Balanced Advantage Fund?
What is the AUM of Whiteoak Capital Balanced Advantage Fund?
What is the expense ratio of Whiteoak Capital Balanced Advantage Fund?
What are the returns of Whiteoak Capital Balanced Advantage Fund since inception?
What is the minimum SIP amount to invest in Whiteoak Capital Balanced Advantage Fund?
How do I invest in Whiteoak Capital Balanced Advantage Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Whiteoak Capital Balanced Advantage Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Whiteoak Capital Balanced Advantage Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Whiteoak Capital Balanced Advantage Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.