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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 - Regular Plan - Growth
₹14.63 as on 16 Sep 2026
Key Metrics Comparison
| Metric | WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth | 360 ONE Multi Asset Allocation Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | WhiteOak Capital MF | 360 ONE |
| Category | Hybrid - Balanced Advantage | Hybrid - Multi Asset Allocation |
| NAV | ₹14.63 (16 Sep 2026) | ₹12.38 (16 Sep 2026) |
| Rating | ★★★★ | ★★★ |
| Benchmark | CRISIL Hybrid 50+50 - Moderate Index | Gold-India |
| Fund Manager | Ramesh Mantri | Mayur Patel |
| Inception | 10 Feb 2023 | 20 Aug 2025 |
| Returns | ||
| 1Y | 1.43% | 18.80% |
| 3Y | 9.52% | — |
| 5Y | — | — |
| Since Inception | 11.11% | 21.64% |
| Risk | ||
| 7.98 | 10.48 | |
| 0.62 | 0.45 | |
| 0.67 | 2.08 | |
| 1.92 | 25.98 | |
| 1.22 | 4.07 | |
| -8.11% | -7.38% | |
| Costs | ||
| Expense Ratio | 2.28% | 0.59% |
| Exit Load | NIL | Nil upto 10% of units and 1% for remaining units on or before 12M, Nil after 12M |
| Min SIP | ₹100 | ₹1,000 |
| Min Lumpsum | ₹500 | ₹1,000 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.
Category context: Hybrid vs Hybrid. Open the full Screener →