Franklin India Balanced Advantage Fund- Growth vs WhiteOak Capital Balanced Advantage Fund
Dynamic Asset Allocation or Balanced Advantage · Direct Plan – Growth · Compared on official AMFI NAV data · NAVs as of 13-Jul-2026
| Metric | Franklin India Balanced Advantage Fund- Growth | WhiteOak Capital Balanced Advantage Fund |
|---|---|---|
| Latest NAV | ₹15.44 | ₹15.47 |
| 1-Year Return | +2.03% | +3.33% |
| 3-Year Return (CAGR) | +12.84% | +13.40% |
| 5-Year Return (CAGR) | N/A | N/A |
| Volatility (1Y, annualised) | 7.9% | 8.7% |
| Max Drawdown | −8.1% | −9.6% |
| Fund House | Franklin Templeton Mutual Fund | WhiteOak Capital Mutual Fund |
Growth of ₹10,000
If you had invested ₹10,000 in each fund
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Franklin India Balanced Advantage Fund- Growth vs WhiteOak Capital Balanced Advantage Fund: which is better?
Franklin India Balanced Advantage Fund- Growth and WhiteOak Capital Balanced Advantage Fund are both dynamic asset allocation or balanced advantage mutual funds (direct plan, growth option). This comparison uses each fund's official AMFI NAV history — the same daily data the fund houses publish — to compare returns, volatility and drawdowns side by side.
On 3-year returns (annualised), WhiteOak Capital Balanced Advantage Fund leads with +13.40% against +12.84% — a gap of about 0.57 percentage points per year over that period.
Franklin India Balanced Advantage Fund- Growth has been the steadier fund over the past year, with annualised volatility of 7.9% versus 8.7%. Looking at worst falls, Franklin India Balanced Advantage Fund- Growth's deepest drawdown in the stored history is −8.1% against −9.6% for WhiteOak Capital Balanced Advantage Fund.
Which fund suits you depends on your horizon and appetite for swings: the higher-return fund is only the better pick if you can hold through its rougher months. Use the ₹10,000 growth chart above to see how each fund actually behaved through market cycles, and consider consulting a SEBI-registered adviser before investing. This comparison is informational, not investment advice.
Key takeaways
- WhiteOak Capital Balanced Advantage Fund has delivered higher 3-year returns (+13.40% vs +12.84%).
- Franklin India Balanced Advantage Fund- Growth has shown lower volatility over the trailing year.
- Franklin India Balanced Advantage Fund- Growth has had the shallower maximum drawdown (−8.1%).
Frequently Asked Questions
Which fund has given higher returns — Franklin India Balanced Advantage Fund- Growth or WhiteOak Capital Balanced Advantage Fund?
Over the past 3 year period, WhiteOak Capital Balanced Advantage Fund has delivered higher returns: +13.40% versus +12.84% annualised. Past performance does not guarantee future results.
Which fund is less risky — Franklin India Balanced Advantage Fund- Growth or WhiteOak Capital Balanced Advantage Fund?
Based on the trailing year, Franklin India Balanced Advantage Fund- Growth has shown lower day-to-day volatility (Franklin India Balanced Advantage Fund- Growth: 7.9%, WhiteOak Capital Balanced Advantage Fund: 8.7% annualised). Volatility and drawdowns describe past behaviour, not future safety — both funds carry the market risk of their category.
Can I invest in both Franklin India Balanced Advantage Fund- Growth and WhiteOak Capital Balanced Advantage Fund?
Yes — many investors split a SIP across two funds. If both funds are from the same category, remember they will hold overlapping stocks, so diversification benefits may be smaller than they appear. Check each scheme's portfolio before doubling up within one category.
More Dynamic Asset Allocation or Balanced Advantage comparisons
Returns, volatility and drawdowns are computed from official AMFI NAV history for direct-growth plans and may differ slightly from fund-house factsheets due to date conventions. Mutual fund investments are subject to market risks. This comparison is for informational purposes only — not investment advice.