WhiteOak Capital Balanced Advantage Fund Direct Growth
Scheme code: INF03VN01738
NAV value:
₹ 14.8590
NAV date: 26 August, 2025
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Dynamic Asset Allocation or Balanced Advantage
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | 6.01 | 30.86 | 16.64 | 16.64 |
Rolling return for 1 year
- Average return: 16.64% - Median return: 15.12% - Average standard deviation: 2.85SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|---|---|---|---|
| 1 year | 12,00,000 | 12,71,438 | 71,438 | 5.96 |
Comparison vs benchmark returns
| Index | Metrics |
|---|