WhiteOak Capital Balanced Advantage Fund Direct Growth
(3.3%)
1Y
3Y
Fund Details
Risk
Very High
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Min SIP Amount
?100
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Expense Ratio
0.67%
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NAV
?15.2 (18-Jun-2026)
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Fund Started
10-Feb-2023
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Fund Size
?2,156Cr
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Exit Load
Nil
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Returns
1Y
3.3%
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3Y
12.5%
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5Y
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Pros & Cons
Pros
1.Lower expense ratio: 0.67%
2.3Y annualised returns higher than category average by 0.62%
3.Exit load is zero
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Cons
1.1Y annualised returns lower than category average by 1.27%
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Holding Analysis
Top 5
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Top 20
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P/E
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P/B
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Turnover
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Equity
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Cash
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Top Holdings
Top 10 Holdings
Name
Assets
ICICI Bank Ltd
7.8%
Cash Margin
6.1%
HDFC Bank Ltd
5.6%
Others CBLO
4.7%
Bharti Airtel Ltd
3.5%
Coforge Ltd
2.9%
Nexus Select Trust
2.6%
Embassy Office Parks REIT
2.4%
Nestle India Ltd
2.2%
super娛樂城 Of India Ltd Index ID
2.2%
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Fund Manager
Name
Piyush Baranwal
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Education
Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.
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Experience
Prior to joining WhiteOak Capital Mutual Fund he has worked with BOI AXA, Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).