WhiteOak Capital Balanced Advantage Fund Regular Growth is a Dynamic Asset Allocation mutual fund scheme from WhiteOak Capital Asset Management Limited. The fund was launched on 10 February 2023 and is managed by Trupti Agrawal, Piyush Baranwal, Dheeresh Pathak, Ramesh Mantri, and Ashish Agrawal. As of 15 October 2026, the fund has an AUM of ₹2,256.34 Cr and its latest NAV is ₹14.47. The fund has a Very High Risk risk rating.
The fund allows minimum SIP of ₹100 and lumpsum investment starting from ₹500.
The fund primarily invests in Financial Services, Consumer Cyclical, and Real Estate and its top holdings include ICICI Bank Ltd, HDFC Bank Ltd, Bharti Airtel Ltd, Embassy Office Parks REIT, and Nexus Select Trust Reits. The fund has delivered -0.1% returns over the last 1 year, 9.3% annualised returns over 3 years, and 10.5% annualised returns since inception.
WhiteOak Capital Balanced Advantage Fund Regular Growth may be suitable for investors looking for Dynamic Asset Allocation and who are comfortable with Very High Risk risk.






