Whiteoak Capital Balanced Advantage Fund Direct Plan Growth

Dynamic Asset Allocation / BAFHybrid Rank 4 of 34

NAV · Direct-Growth

₹15.81-0.05-0.31%

As of 1 Sept 2026 · AMFI

NAV growth+6.5%

Sep ’25Sep ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 2 periods ahead

Consistency

Strong

positive in 3 of 3 years

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

1Y return

+6.5%

-1.0 vs cat

3Y CAGR

+12.7%

+1.9 vs cat

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

9.0%

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 12.7%.

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

NAV history

Showing Direct · Growth · INF03VN01738

NAV (Direct-Growth)

₹15.8140

Last 1Y

+6.52%

Sept 25Min ₹13.98 · Max ₹15.87 · 248 ptsSept 26

Performance

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

Period	Returns	Category avg	Rank
1W	-0.36%	-0.66%	8/ 41
1M	+1.13%	+0.31%	3/ 41
3M	+6.85%	+4.20%	3/ 41
6M	+5.10%	+5.39%	4/ 41
YTD	+2.96%	+3.92%	7/ 40
1Y	+6.52%	+7.56%	12/ 40
2Y	+6.41%	+3.67%	4/ 39
3Y	+12.68%	+10.80%	4/ 34

Available plans & options

PlanOptionFull nameISIN

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