- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Performance
Monthly SIP of ₹ for
Total investment ₹36,000
| Total Value | Gain | Return % | |
|---|---|---|---|
| Bank FD | 39,824 |
3,824 |
6.5% |
| Gold | 40,770 |
4,770 |
8.00% |
Fund Information
-
821.7 Cr.
-
Growth
-
2.24%
-
Hybrid- Dynamic Asset Allocation Fund
-
Nifty 50 Arbitrage Index
-
10 Feb 2023
-
WhiteOak Capital Mutual Fund know more
Fund Managed By
Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 0.51% | 3.49% | 8.91% | 6.91% | 21.00% | 18.66% | 22.83% | 14.31% |
| Category Average | -1.42% | 0.92% | 5.50% | 1.75% | 12.34% | 11.33% | 12.44% | 9.87% |
| WhiteOak Capital Balanced Advantage Fund | -1.03% | 1.08% | 7.44% | 6.91% | 14.36% | - | - | - |
| HDFC Balance Advantage Fund | -1.78% | 0.76% | 6.69% | 1.37% | 18.03% | 18.66% | 22.83% | 14.31% |
| Baroda BNP Paribas Dynamic Equity Fund | -2.36% | 2.01% | 8.22% | 4.18% | - | - | - | - |
| SBI Balanced Advantage Fund | -1.75% | 0.22% | 5.40% | 3.53% | - | - | - | - |
| Axis Balanced Advantage Fund | -1.29% | -0.38% | 4.39% | 4.49% | 15.63% | 13.00% | 12.96% | - |
| Invesco India Dynamic Equity Fund | -0.78% | 0.79% | 4.78% | 2.94% | - | - | - | - |
Fund Portfolio Details
Equity 71.37%
Debt 20.78%
Others -2.52%
Portfolio Holdings shown is as of 28 Feb 2025
Riskometer
Investors understand that their
principal
will be at Very High risk