WhiteOak Capital Multi Asset Allocation Fund Regular Growth
3Y Annualised
15.66%
0.35% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.56%
0.35% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
4 years 9 months
8 years 4 months
9 years 7 months
Fund info
Fund size
₹7498.48 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹500
Exit load
0%
NIL
Risk Profile
High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Multi-Asset Fund Institutional Growth
2nd
Kotak Multi Asset Allocation Fund Direct Reinvestment Inc Dist cum Cap Wdrl
3rd
Kotak Multi Asset Allocation Fund Direct Payout Inc Dist cum Cap Wdrl
4th
Kotak Multi Asset Allocation Fund Regular Reinvestment Inc Dist cum Cap Wdrl
5th
Kotak Multi Asset Allocation Fund Regular Payout Inc Dist cum Cap Wdrl
56th
WhiteOak Capital Multi Asset Allocation Fund Regular Growth
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 3 years, having been launched on 2023-05-19. WhiteOak Capital Multi Asset Allocation Fund Regular Growth has ₹7498.48 Cr worth of assets under management (AUM) as of Sun Jul 26 2026. The latest Net Asset Value (NAV) of WhiteOak Capital Multi Asset Allocation Fund Regular Growth as of Fri Jul 10 2026 is ₹15.834. The fund has an expense ratio of 1.29%, which is medium comparable to most other Allocation funds.
WhiteOak Capital Multi Asset Allocation Fund Regular Growth returns for the last 1 year are 12.00%. Since launch, it has delivered 15.74% average annual returns.
The WhiteOak Capital Multi Asset Allocation Fund Regular Growth has the majority of its money invested in null, Real Estate, Financial Services sectors.
Top 5 Holdings of WhiteOak Capital Multi Asset Allocation Fund Regular Growth.
- Silver 999 1Kg Bar: 7.03%
- Futcom_silver_03/07/2026: 6.87%
- Futcom_goldm_03/07/2026: 4.06%
- Gold 995 100 Grm Bar: 3.73%
- ICICI Pru Gold ETF: 3.61%
AMC Information
| Name | WhiteOak Capital Asset Management Limited |
|---|---|
| Founding Date | 2023-05-19 |
| Phone | +91 180030003060 |
| Website | http://mf.whiteoakamc.com |
| Address | 602B, 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 Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from WhiteOak Capital Asset Management Limited
Capital PreservationLiquid
3Y CAGR
6.77%
expense ratio
0.29%
fund size
₹607.99 Cr
Capital PreservationLiquid
3Y CAGR
6.88%
expense ratio
0.20%
fund size
₹607.99 Cr
Fixed IncomeUltra Short Duration
3Y CAGR
7.02%
expense ratio
0.52%
fund size
₹560.01 Cr
Fixed IncomeUltra Short Duration
3Y CAGR
6.43%
expense ratio
0.97%
fund size
₹560.01 Cr
EquityLarge-Cap
3Y CAGR
13.38%
expense ratio
1.88%
fund size
₹1170.63 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
