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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
WhiteOak Capital MFWhiteOak Capital Balanced Advantage Fund - Growth - Direct Plan
₹15.21 as on 30 Oct 2026
Key Metrics Comparison
| Metric | WhiteOak Capital Balanced Advantage Fund - Growth - Direct Plan | Qsif Hybrid Long-Short Fund - Regular Plan - IDCW |
|---|---|---|
| Snapshot | ||
| AMC | WhiteOak Capital MF | QSIF |
| Category | Hybrid - Balanced Advantage | Hybrid - Long-Short Fund |
| NAV | ₹15.21 (30 Oct 2026) | ₹12.61 (30 Oct 2026) |
| Rating | ★★★★★ | ★★★ |
| Benchmark | CRISIL Hybrid 50+50 - Moderate Index | NIFTY 50 Hybrid Composite Debt 50:50 Index |
| Fund Manager | Ramesh Mantri | Sandeep Tandon |
| Inception | 10 Feb 2023 | 15 Oct 2025 |
| Returns | ||
| 1Y | -0.92% | 26.41% |
| 3Y | 11.38% | — |
| 5Y | — | — |
| Since Inception | 11.92% | 26.03% |
| Risk | ||
| 8.31 | 19.65 | |
| 0.63 | -0.48 | |
| 0.56 | 2.24 | |
| 4.38 | 39.13 | |
| 1.05 | 8.37 | |
| -8.02% | -2.41% | |
| Costs | ||
| Expense Ratio | 0.83% | 3.66% |
| Exit Load | NIL | 3% on or before 30D, NIL after 30D |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹500 | ₹10,00,000 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
WhiteOak Capi…100%
QSIF100%
0.0%Only 0.0% of holdings by weight are common between WhiteOak Capital MF and QSIF, based on each fund's top 20 disclosed holdings, not the full portfolio.
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