Hybrid · Dynamic Asset Allocation or Balanced Advantage

WhiteOak Capital Balanced Advantage Fund

WhiteOak Capital Mutual Fund

Benchmark

CRISIL Hybrid 50+50 - Moderate Index

Riskometer

Very High

Size

₹2,254 cr

Allotted

Not on record

Holdings as of

Not on record

WhiteOak Capital Balanced Advantage Fund is a dynamic asset allocation or balanced advantage fund of WhiteOak Capital Mutual Fund with ₹2,254 cr under management. It is ahead of its benchmark (CRISIL Hybrid 50+50 - Moderate Index) in 2 of 2 periods. Its direct plan charges 0.83% a year.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is WhiteOak Capital Balanced Advantage Fund invested in?

Mix not on record

Has WhiteOak Capital Balanced Advantage Fund beaten its benchmark?

Ahead of its benchmark, CRISIL Hybrid 50+50 - Moderate Index, in 2 of 2 periods in AMFI's figures; +1.28% over the last year against −1.52%.

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (CRISIL Hybrid 50+50 - Moderate Index) in 2 of 2 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+1.28%	−0.15%	−1.52%	+2.80	🔒
3y	+11.04%	+9.35%	+7.73%	+3.31	🔒
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Dynamic Asset Allocation or Balanced Advantage funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does WhiteOak Capital Balanced Advantage Fund cost?

0.83% a year on the direct plan, 2.24% on the regular plan; 1 of 16 funds in its category charge less.

Direct plan

0.83% a year

Category median 0.99%

Regular plan

2.24% a year

Category median 2.38%

Gap

1.41 points

for the same holdings

1 of 16 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages WhiteOak Capital Balanced Advantage Fund?

ManagersNot on record

Benchmark as filedNot on record

Exit load

Not on record

Questions people ask

What is the expense ratio of WhiteOak Capital Balanced Advantage Fund?

0.83% a year on the direct plan and 2.24% on the regular plan (expense report, Oct 2026).

How has WhiteOak Capital Balanced Advantage Fund done?

Its direct plan returned +11.04% a year over 3 years against +7.73% for its benchmark, CRISIL Hybrid 50+50 - Moderate Index, as of 13 Oct 2026.