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AllocationMulti Asset Allocation

WhiteOak Capital Multi Asset Allocation Fund Regular Growth

3Y Annualised

N/A

0.10% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

2.95%

0.10% 1D

Benchmark

N/A

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

4 years 9 months

NIFTY 50

6 years 5 months

FD

9 years 7 months

Fund info

Fund size

₹1440.71 Cr

Min. SIP amount

₹100

Min. Lumpsum amount

₹500

Exit load

0%

In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.

Risk Profile

Moderately High risk

Fund Managers

About WhiteOak Capital Multi Asset Allocation Fund Regular Growth

WhiteOak Capital Multi Asset Allocation Fund Regular Growth is a Allocation mutual fund scheme from WhiteOak Capital Asset Management Limited. This fund has been in existence for 1 years, having been launched on 2023-05-19. WhiteOak Capital Multi Asset Allocation Fund Regular Growth has ₹1440.71 Cr worth of assets under management (AUM) as of Wed Apr 02 2025. The latest Net Asset Value (NAV) of WhiteOak Capital Multi Asset Allocation Fund Regular Growth as of Mon Mar 31 2025 is ₹13.304. The fund has an expense ratio of 1.82%, which is medium comparable to most other Allocation funds.

WhiteOak Capital Multi Asset Allocation Fund Regular Growth returns for the last 1 year are 15.73%. Since launch, it has delivered 16.52% average annual returns.

The WhiteOak Capital Multi Asset Allocation Fund Regular Growth has the majority of its money invested in null, Financial Services, Real Estate, Energy sectors.

Top 5 Holdings of WhiteOak Capital Multi Asset Allocation Fund Regular Growth.

  1. Silver 999 1Kg Bar: 6.60%
  2. 6.79% Government Of India (07/10/2034): 6.21%
  3. DSP Gold ETF: 4.54%
  4. HDFC Bank Ltd: 4.50%
  5. ICICI Bank Ltd: 3.57%

AMC Information

NameWhiteOak Capital Asset Management Limited
Founding Date2023-05-19
Email
Phone+91 180030003060
Websitehttp://mf.whiteoakamc.com
Address602B, 6th Floor,Indiabulls Finance Centre(IFC),1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City

Tax Implications of WhiteOak Capital Multi Asset Allocation Fund Regular Growth

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

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