Objective: To provide long term capital appreciation and generate income from a dynamically managed portfolio of equity & equity related instruments and debt & money market securities. However, there can be no assurance that the investment objective of the Scheme will be realized.
WhiteOak Capital Balanced Advantage Fund Direct Growth is an Allocation - Dynamic Asset Allocation fund. The fund was launched inFeb 13, 2023. Its risk level is . The NAV of the fund as onJul 23, 2025 is ₹15.06. Its expense ratio is 0.73 %. The fund has an AUM of ₹1,654.01 Cr.The fund is managed byPiyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Ashish Agrawal.
The minimum initial investment is ₹500 in Lumpsum mode.