TATA Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option vs WhiteOak Capital Balanced Advantage Fund Direct Plan Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TATA Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum capital withdrawal option
Tata Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation or Balanced Advantage
WhiteOak Capital Balanced Advantage Fund Direct Plan Growth
WhiteOak Capital Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation or Balanced Advantage
| Metric | TATA Balanced Advantag... | WhiteOak Capital Balan... |
|---|---|---|
| NAV | ₹22.95 | ₹15.55 |
| Star Rating | ★★★★ | ★★★★ |
| Expense Ratio | 1.35% | 0.59% |
| AUM | ₹70,569 Cr | ₹2,152 Cr |
| 1M Return | -2.11% | +3.55% |
| 3M Return | +0.31% | +3.85% |
| 6M Return | -2.31% | -0.38% |
| 1Y Return | +2.6% | +1.93% |
| 3Y CAGR | +11.7% | +12.25% |
| 5Y CAGR | +10.88% | — |
| Risk Level | — | — |
| Fund Manager | S Naren, Rajat Chandak, Manish Banthia, Ihab Dalwai | Ramesh Mantri |