WhiteOak Capital Balanced Advantage Fund

Balanced Advantage funds are often used for leaving the shares-or-bonds decision to the fund.

WhiteOak Capital Mutual Fund · Regular · Payout (IDCW)

Price per unit ₹14.51 on 16 Oct 2026

How it has done

Too new for a yearly return. Its price record starts on 16 Oct 2026.

The price chart shows after a few days of prices.

What you pay and when you can withdraw

Smallest SIP: ₹100 a month
Smallest one-time amount: ₹500
Fee if you withdraw early (exit load): See the fund house's scheme documents.(opens in a new tab)
When you can withdraw: No lock-in on our records. You can ask to withdraw on any working day.
Yearly running cost: Taken out of the fund's value every day, so it lowers your returns. It isn't billed separately.See the rate (expense ratio) on the fund house's site(opens in a new tab)
Stamp duty: ₹5 on every ₹1 lakh you invest (0.005%), paid to the government.

If you had invested

This fund is less than a year old, so there's nothing to show yet.

Fund details

Past performance may or may not be sustained in future and is not a guarantee of future returns. Listed by 3-year return, not a recommendation.

3- and 5-year returns are yearly averages.

WhiteOak Capital Balanced Advantage Fund

Risk level

Fund house

WhiteOak Capital Mutual Fund

Plan

Regular plan, Payout (IDCW) option

Type

Balanced Advantage

SIP dates

Any date from 1 to 28

ISIN (the fund's ID code)

INF03VN01AW3

Scheme documents

Aditya Birla Sun Life Balanced Advantage FundBalanced Advantage · Smallest SIP ₹100

+10.0%a year, over 3 years

+3.1%

+10.0%

+8.3%

₹100