Whiteoak Capital Balanced Advantage Fund Direct Plan Growth

Dynamic Asset Allocation / BAFHybrid Rank 3 of 34

NAV · Direct-Growth

₹15.20-0.08-0.54%

As of 1 Oct 2026 · AMFI

NAV growth+1.9%

Oct ’25Oct ’26

Arthkar verdictA balanced read

Returns

Mixed vs category

1 of 2 periods ahead

Consistency

Steady

positive in 2 of 3 years

Beats its Dynamic Asset Allocation / BAF category on 3Y but trails on 1Y.

1Y return

+1.6%

-1.1 vs cat

3Y CAGR

+11.2%

+1.9 vs cat

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

9.3%

3Y std dev

Go deeper on Whiteoak Capital Balanced Advantage Fund Direct Plan Growth

Two data-only views, computed from this fund's real NAV history — no projections.

Whiteoak Capital Balanced Advantage Fund Direct Plan Growth SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Whiteoak Capital Balanced Advantage Fund Direct Plan Growth real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

WhiteOak Capital Balanced Advantage Fund Direct Plan Growth is a Dynamic Asset Allocation / BAF scheme from WhiteOak Capital. 3-year CAGR: about 11.2%.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF03VN01738

NAV (Direct-Growth)

₹15.1970

Last 1Y

+1.92%

Oct 25Min ₹13.98 · Max ₹15.87 · 247 ptsOct 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-1.73%	-1.86%	12/ 41
1M	-3.66%	-3.39%	22/ 41
3M	-1.27%	-2.64%	5/ 41
6M	+7.25%	+7.63%	4/ 41
YTD	-1.06%	+0.17%	9/ 40
1Y	+1.60%	+2.71%	13/ 40
2Y	+3.98%	+1.91%	4/ 39
3Y	+11.16%	+9.26%	3/ 34

Available plans & options

PlanOptionFull nameISIN

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