WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth Option

WhiteOak Capital Mutual Fund · Balanced Advantage Fund/ Dynamic Asset Allocation

NAV as of 9 Sept 2026

₹14.798

1y return: +3.18%; absolute
3y return: +10.17%; CAGR
5y return: —; CAGR

NAV history

Low ₹9.693High ₹15.018

Scheme details

Fund house: WhiteOak Capital Mutual Fund
Category: Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation
Plan: Regular Plan
Option: Growth Option
AMFI scheme code: 151268
ISIN (growth / payout): INF03VN01720
ISIN (reinvestment): —
52-week high: ₹15.018
52-week low: ₹13.309

SIP projection

An illustration only. The rate below is an assumption, not a forecast, and actual returns will differ.

Monthly SIP (₹)YearsAssumed annual rate (%)

Amount invested: ₹6,00,000
Projected value at 10.2% p.a.: ₹10,44,845

Other variants of this fund

Scheme	Plan	NAV	1y	3y	5y
WhiteOak Capital Balanced Advantage FundDirect · Growth Option	Direct · Growth Option	₹15.649	+4.67%	+11.88%	—

Balanced Advantage Fund/ Dynamic Asset Allocation peers, sorted by 1-year return

Same plan and option, from other fund houses. Sorted by a fact, not a recommendation.

Scheme	Fund house	Plan	NAV	1y	3y	5y
Baroda BNP Paribas Balanced Advantage FundRegular · Growth Option	Baroda BNP Paribas Mutual Fund	Regular · Growth Option	₹25.7389	+6.92%	+10.79%	+9.91%
Nippon India Balanced Advantage FundRegular · Growth Option	Nippon India Mutual Fund	Regular · Growth Option	₹182.4787	+2.99%	+9.36%	+8.50%
Axis Balanced Advantage FundRegular · Growth Option	Axis Mutual Fund	Regular · Growth Option	₹21.27	+1.82%	+10.16%	+8.23%
Canara Robeco Balanced Advantage FundRegular · Growth Option	Canara Robeco Mutual Fund	Regular · Growth Option	₹10.18	−0.49%	—	—
NJ Balanced Advantage FundRegular · Growth Option	NJ Mutual Fund	Regular · Growth Option	₹13.52	−2.45%	+6.64%	—

Thinking about this fund?

Talk to The Good Wealth about whether it fits your goals and how to invest.

Talk to The Good Wealth about this fund Explore all funds

Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. NAV data is sourced from AMFI and may be delayed. The Good Wealth is an AMFI-registered mutual fund distributor and does not provide investment advice.