Union Balanced Advantage Fund - Direct Plan - Growth Option vs WhiteOak Capital Balanced Advantage Fund Direct Plan Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
Union Balanced Advantage Fund - Direct Plan - Growth Option
Union 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 | Union Balanced Advanta... | WhiteOak Capital Balan... |
|---|---|---|
| NAV | ₹22.15 | ₹15.41 |
| Star Rating | ★★ | ★★★★ |
| Expense Ratio | 1.12% | 0.59% |
| AUM | ₹1,241 Cr | ₹2,152 Cr |
| 1M Return | -2.05% | +3.55% |
| 3M Return | +0.0% | +3.85% |
| 6M Return | -3.37% | -0.38% |
| 1Y Return | -0.65% | +1.93% |
| 3Y CAGR | +8.75% | +12.25% |
| 5Y CAGR | +7.98% | — |
| Risk Level | — | — |
| Fund Manager | Parijat Agrawal, Ashish Ranawade | Ramesh Mantri |