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See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
WhiteOak Capital MFWhiteOak Capital Balanced Hybrid Fund - Growth - Direct Plan
₹13.76 as on 16 Sep 2026
Key Metrics Comparison
| Metric | WhiteOak Capital Balanced Hybrid Fund - Growth - Direct Plan | 360 ONE Multi Asset Allocation Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | WhiteOak Capital MF | 360 ONE |
| Category | Hybrid - Balanced Hybrid Fund | Hybrid - Multi Asset Allocation |
| NAV | ₹13.76 (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 | 27 Oct 2023 | 20 Aug 2025 |
| Returns | ||
| 1Y | 2.63% | 18.54% |
| 3Y | — | — |
| 5Y | — | — |
| Since Inception | 11.68% | 22.00% |
| Risk | ||
| 7.93 | 10.48 | |
| 0.59 | 0.45 | |
| 0.66 | 2.08 | |
| 2.56 | 25.98 | |
| 1.24 | 4.07 | |
| -6.68% | -7.38% | |
| Costs | ||
| Expense Ratio | 0.72% | 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
WhiteOak Capi…93%
360 ONE93%
7.4%Only 7.4% of holdings by weight are common between WhiteOak Capital MF and 360 ONE, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingWhiteOak Capital MF360 ONE
Net Receivables / (Payables)3.33%2.26%
ICICI Bank Ltd.5.57%2.03%
7.64% National Bank For Agriculture and Rural Development (06/12/2029) **1.66%1.95%
Bharti Airtel Ltd.2.37%1.48%
Category context: Hybrid vs Hybrid. Open the full Screener →