WhiteOak Capital Multi Asset Allocation Fund - Direct Plan

Regular
Direct

3 Year Absolute Returns

59.37% ↑

NAV (₹) on 18 Jun 2026

16.26

1 Day NAV Change

0.29%

Risk Level

High Risk

Rating

-

WhiteOak Capital Multi Asset Allocation Fund - Direct Plan is a Equity mutual fund categorized under Hybrid, offered by WhiteOak Capital Asset Management Ltd.. Launched on 03 May 2023, investors can ... Read more

NAV History

Fund Details

Min. SIP Amount
₹100
Inception Date
03 May 2023
Min. Lumpsum Amount
₹ 500
Fund Age
3 Yrs
AUM
₹ 7,498.48 Cr.
Benchmark
BSE 500 Total Return
Expense Ratio
0.39%
Scheme Type
Open Ended
Exit Load
Nil%

Returns Calculator

Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.

Asset Allocation

AUM

₹ 7,498.48 Cr

Equity
185.09%
Debt
142.2%
Money Market & Cash
41.95%
Other Assets & Liabilities
131.76%

Sector Holdings

Sectors Weightage
Others 15.39%
Debt 15.31%
Treps/Reverse Repo 10.71%
Investment Trust 8.21%
Real Estate Investment Trusts (REIT) 7.69%
Finance - Mutual Funds 6.01%
Finance - Banks - Private Sector 5.70%
Government Securities 3.66%
Treasury Bill 2.76%
IT Consulting & Software 1.80%
Net Receivables/(Payables) 1.50%
Auto - Cars & Jeeps 1.47%
Telecom Services 1.41%
Non-Banking Financial Company (NBFC) 1.20%
Pharmaceuticals 1.18%
Food Processing & Packaging 1.03%
Others - Not Mentioned 0.99%
Refineries 0.91%
Finance - Term Lending Institutions 0.80%
Hospitals & Medical Services 0.74%
E-Commerce/E-Retail 0.73%
Aerospace & Defense 0.73%
Aluminium 0.71%
Finance & Investments 0.60%
Finance - Banks - Public Sector 0.50%
Gems, Jewellery & Precious Metals 0.50%
Finance - Housing 0.50%
Oil Drilling And Exploration 0.47%
Foreign Securities 0.43%
Power - Transmission/Equipment 0.38%
Engineering - Heavy 0.34%
Certificate of Deposits 0.33%
Construction, Contracting & Engineering 0.33%
Paints/Varnishes 0.32%
Iron & Steel 0.31%
Power - Generation/Distribution 0.27%
Engines 0.26%
Chemicals - Speciality 0.25%
IT Equipments & Peripherals 0.24%
Lenses/Optical Care 0.23%
Personal Care 0.23%
Electric Equipment - General 0.22%
Hotels, Resorts & Restaurants 0.20%
Realty 0.20%
Holding Company 0.19%
Domestic Appliances 0.18%
Financial Technologies (Fintech) 0.18%
Engineering - General 0.16%
IT Enabled Services 0.15%
Rating Services 0.14%
Auto Ancl - Others 0.13%
Retail - Departmental Stores 0.12%
Medical Equipment & Accessories 0.10%
Castings/Foundry 0.10%
Copper/Copper Alloys Products 0.09%
Cement 0.09%
Chemicals - Others 0.08%
Electronics - Equipment/Components 0.08%
Commercial Paper 0.08%
Internet & Catalogue Retail 0.07%
Packaging & Containers 0.06%
Finance - Life Insurance 0.06%
Cycles & Accessories 0.06%
Infrastructure - General 0.05%
Airlines 0.04%
Retail - Apparel/Accessories 0.03%
Miscellaneous 0.01%

Stock Holdings

Name Weightage Value (in Cr.) Sector
Clearing Corporation of India Ltd 10.71% ₹ 803.10 Others
SILVER 999 1KG BAR 7.03% ₹ 527.52 Others
GOLD 995 100 Grm BAR 3.73% ₹ 279.49 Others
ICICI Prudential Gold ETF 3.61% ₹ 270.90 Finance - Mutual Funds
GOLD 999 1KG BAR 3.40% ₹ 255.25 Others
Nexus Select Trust - REIT 2.99% ₹ 223.86 Real Estate Investment Trusts (REIT)
ICICI Bank Limited 2.60% ₹ 195.28 Finance - Banks - Private Sector
Embassy Office Parks REIT 2.39% ₹ 179.51 Real Estate Investment Trusts (REIT)
DSP Gold ETF 2.25% ₹ 168.55 Finance - Mutual Funds
HDFC Bank Limited 2.11% ₹ 158.51 Finance - Banks - Private Sector
Brookfield India Real Estate Trust 1.83% ₹ 137.04 Real Estate Investment Trusts (REIT)
Citius Transnet Investment Trust 1.80% ₹ 135.34 Investment Trust
IndiGrid Infrastructure Trust 1.66% ₹ 124.81 Investment Trust
7.48% National Bank For Agriculture and Rural Development (15/09/2028) 1.64% ₹ 123.14 Others
Net Receivables / (Payables) 1.50% ₹ 108.57 Others
Bharti Airtel Limited 1.41% ₹ 105.57 Telecom Services
6.28% Government of India (14/07/2032) 1.39% ₹ 104.55 Others
6.65% Indian Railway Finance Corporation Limited (20/05/2030) 1.12% ₹ 84.33 Others
Roadstar Infra Investment Trust 1.08% ₹ 80.66 Investment Trust
Raajmarg Infra Investment Trust 1.06% ₹ 79.53 Investment Trust
91 Days Tbill (MD 13/08/2026) 1.06% ₹ 79.13 Others
91 Days Tbill (MD 20/08/2026) 1.04% ₹ 78.05 Others
Nestle India Limited 0.99% ₹ 74.54 Food Processing & Packaging
Bagmane Prime Office REIT 0.98% ₹ 73.59 Investment Trust
GOLD 995 1KG BAR 0.96% ₹ 71.74 Others
6.94% Government of India (11/05/2036) 0.93% ₹ 70.07 Others
7.22% Small Industries Dev Bank of India (10/04/2029) 0.92% ₹ 68.91 Others
7.88% Muthoot Finance Limited (22/11/2028) 0.92% ₹ 68.81 Others
Reliance Industries Limited 0.91% ₹ 68.45 Refineries
Mahindra & Mahindra Limited 0.89% ₹ 67.06 Auto - Cars & Jeeps
Coforge Limited 0.83% ₹ 62.08 IT Consulting & Software
National Highways Infra Trust 0.80% ₹ 60.06 Investment Trust
Kotak Mahindra Bank Limited 0.78% ₹ 58.27 Finance - Banks - Private Sector
Eternal Limited 0.73% ₹ 54.77 E-Commerce/E-Retail
Bharat Electronics Limited 0.73% ₹ 54.67 Aerospace & Defense
7.49% Small Industries Dev Bank of India (11/06/2029) 0.66% ₹ 49.55 Others
91 Days Tbill (MD 16/07/2026) 0.66% ₹ 49.67 Others
7.01% National Bank For Agriculture and Rural Development (16/03/2029) 0.65% ₹ 48.98 Others
182 Days Tbill (MD 18/06/2026) 0.60% ₹ 44.89 Others - Not Mentioned
7.02% Bajaj Housing Finance Limited (26/05/2028) 0.59% ₹ 44.19 Others
7.4% Power Finance Corporation Limited (08/05/2030) 0.58% ₹ 43.47 Finance - Term Lending Institutions
Maruti Suzuki India Limited 0.58% ₹ 43.67 Auto - Cars & Jeeps
8.19% Cholamandalam Investment and Finance Company Ltd (26/03/2027) 0.57% ₹ 42.93 Others
7.3763% Bajaj Finance Limited (26/06/2028) 0.54% ₹ 40.44 Others
7.02% Government of India (18/06/2031) 0.54% ₹ 40.42 Others
7.11% Bajaj Finance Limited (10/07/2028) 0.54% ₹ 40.21 Others
7.53% National Bank For Agriculture and Rural Development (24/03/2028) 0.53% ₹ 39.80 Others
6.54% Government of India (17/01/2032) 0.52% ₹ 39.06 Others
7.10% Bajaj Housing Finance Limited (16/10/2028) 0.51% ₹ 38.19 Others
Titan Company Limited 0.50% ₹ 37.21 Gems, Jewellery & Precious Metals
State Bank of India 0.50% ₹ 37.14 Finance - Banks - Public Sector
Knowledge Realty Trust 0.48% ₹ 36.22 Real Estate Investment Trusts (REIT)
8.40% Cholamandalam Investment and Finance Company Ltd (09/08/2028) 0.47% ₹ 34.99 Non-Banking Financial Company (NBFC)
7.95% LIC Housing Finance Limited (29/01/2028) 0.47% ₹ 34.98 Others
7.77% Bajaj Finance Limited (17/04/2029) 0.46% ₹ 34.68 Others
7.44% Power Finance Corporation Limited (15/01/2030) 0.46% ₹ 34.64 Others
8.85% Muthoot Finance Limited (20/12/2028) 0.44% ₹ 33.13 Others
Anantam Highways Trust 0.43% ₹ 32 Investment Trust
Vanguard S&P 500 ETF 0.43% ₹ 31.93 Others
7.40 % National Bank For Agriculture and Rural Development (29/04/2030) 0.43% ₹ 32.55 Others
7.44% REC Limited (29/02/2028) 0.42% ₹ 31.81 Others
7.39% Small Industries Dev Bank of India (21/03/2030) 0.42% ₹ 31.52 Others
Hindalco Industries Limited 0.42% ₹ 31.76 Aluminium
7.07% LIC Housing Finance Limited (29/04/2030) 0.41% ₹ 31.09 Others
Vertis Infrastructure Trust 0.40% ₹ 29.78 Investment Trust
182 Days Tbill (MD 04/06/2026) 0.39% ₹ 28.99 Others - Not Mentioned
7.42% Small Industries Dev Bank of India (12/03/2029) 0.33% ₹ 24.74 Others
7.45% Torrent Pharmaceuticals Limited (19/01/2028) 0.33% ₹ 24.70 Others
Larsen & Toubro Limited 0.33% ₹ 25.08 Construction, Contracting & Engineering
7.44% National Bank For Agriculture and Rural Development (17/07/2029) 0.32% ₹ 23.74 Others
Oil & Natural Gas Corporation Limited 0.32% ₹ 23.74 Oil Drilling And Exploration
Tata Steel Limited 0.31% ₹ 22.87 Iron & Steel
Muthoot Finance Limited 0.31% ₹ 23.14 Non-Banking Financial Company (NBFC)
Max Healthcare Institute Limited 0.31% ₹ 22.99 Hospitals & Medical Services
Persistent Systems Limited 0.30% ₹ 22.82 IT Consulting & Software
Power Grid Corporation of India Limited 0.30% ₹ 22.32 Power - Transmission/Equipment
8.10% Godrej Industries Limited (22/05/2028) 0.29% ₹ 21.88 Others
8.95% Reliance Industries Limited (09/11/2028) 0.27% ₹ 20.56 Others
GOLD .999 100 Grm BAR 0.27% ₹ 20.20 Others
NTPC Limited 0.27% ₹ 20.17 Power - Generation/Distribution
Torrent Pharmaceuticals Limited 0.26% ₹ 19.41 Pharmaceuticals
8.54% Cholamandalam Investment and Finance Company Ltd (12/04/2029) 0.24% ₹ 18.07 Others
Aadhar Housing Finance Limited 0.24% ₹ 18.28 Finance - Housing
Max Financial Services Limited 0.24% ₹ 18.11 Finance & Investments
Aditya Infotech Limited 0.24% ₹ 18.05 IT Equipments & Peripherals
Bajaj Finance Limited 0.24% ₹ 17.78 Non-Banking Financial Company (NBFC)
Tata Consultancy Services Limited 0.24% ₹ 17.73 IT Consulting & Software
8.4% Cholamandalam Investment and Finance Company Ltd (18/09/2027) 0.23% ₹ 17.01 Others
Lenskart Solutions Limited 0.23% ₹ 17.35 Lenses/Optical Care
Power Finance Corporation Limited 0.22% ₹ 16.75 Finance - Term Lending Institutions
TD Power Systems Limited 0.22% ₹ 16.73 Engineering - Heavy
CG Power and Industrial Solutions Limited 0.22% ₹ 16.29 Electric Equipment - General
Axis Bank Limited 0.21% ₹ 15.53 Finance - Banks - Private Sector
Asian Paints Limited 0.21% ₹ 15.99 Paints/Varnishes
National Aluminium Company Limited 0.21% ₹ 15.85 Aluminium
8.40% Godrej Industries Limited (27/08/2027) 0.20% ₹ 14.99 Others
7.59% National Housing Bank (14/07/2027) 0.20% ₹ 14.98 Others
7.51% Small Industries Dev Bank of India (12/06/2028) 0.20% ₹ 14.91 Others
6.68% Government of India (07/07/2040) 0.20% ₹ 14.77 Others
Sun Pharmaceutical Industries Limited 0.20% ₹ 15.31 Pharmaceuticals
The Phoenix Mills Limited 0.20% ₹ 15.26 Realty
Pidilite Industries Limited 0.20% ₹ 14.76 Chemicals - Speciality
Bajaj Finserv Limited 0.19% ₹ 14.13 Holding Company
PB Fintech Limited 0.18% ₹ 13.28 Financial Technologies (Fintech)
Krishna Institute Of Medical Sciences Limited 0.18% ₹ 13.78 Hospitals & Medical Services
Eureka Forbes Ltd 0.16% ₹ 11.69 Domestic Appliances
India Shelter Finance Corporation Limited 0.16% ₹ 12.26 Finance - Housing
Azad Engineering Ltd 0.16% ₹ 12.13 Engineering - General
Cummins India Limited 0.16% ₹ 12.01 Engines
JB Chemicals & Pharmaceuticals Limited 0.16% ₹ 11.75 Pharmaceuticals
Oil India Limited 0.15% ₹ 11.25 Oil Drilling And Exploration
Bank of Baroda (15/06/2026) 0.15% ₹ 10.97 Others
360 One WAM Limited 0.14% ₹ 10.44 Finance & Investments
CARE Ratings Limited 0.14% ₹ 10.49 Rating Services
Billionbrains Garage Ventures Ltd 0.14% ₹ 10.31 IT Consulting & Software
Five Star Business Finance Limited 0.14% ₹ 10.15 Non-Banking Financial Company (NBFC)
Leela Palaces Hotels & Resorts Limited 0.13% ₹ 9.95 Hotels, Resorts & Restaurants
Acutaas Chemicals Limited 0.12% ₹ 9.23 Pharmaceuticals
Vishal Mega Mart Limited 0.12% ₹ 9.15 Retail - Departmental Stores
Onemi Technology Solutions Limited 0.12% ₹ 8.88 Finance & Investments
Ajax Engineering Limited 0.12% ₹ 8.85 Engineering - Heavy
Cipla Limited 0.11% ₹ 8.17 Pharmaceuticals
Gillette India Limited 0.11% ₹ 8.41 Personal Care
Indigo Paints Limited 0.11% ₹ 8.18 Paints/Varnishes
TBO Tek Limited 0.10% ₹ 7.26 IT Consulting & Software
Kotak Mahindra Bank Limited (31/08/2026) 0.10% ₹ 7.86 Others
AIA Engineering Limited 0.10% ₹ 7.66 Castings/Foundry
Kirloskar Oil Engines Limited 0.10% ₹ 7.59 Engines
PNB Housing Finance Limited 0.10% ₹ 7.34 Finance - Housing
ICICI Prudential Asset Management Company Limited 0.10% ₹ 7.18 Finance - Mutual Funds
Gland Pharma Limited 0.10% ₹ 7.16 Pharmaceuticals
Ambuja Cements Limited 0.09% ₹ 7.09 Cement
Computer Age Management Services Limited 0.09% ₹ 7.03 Finance & Investments
Firstsource Solutions Limited 0.09% ₹ 6.97 IT Enabled Services
Dr. Lal Path Labs Limited 0.09% ₹ 6.94 Hospitals & Medical Services
Poly Medicure Limited 0.09% ₹ 6.91 Medical Equipment & Accessories
KRN Heat Exchanger And Refrigeration Limited 0.09% ₹ 6.76 Copper/Copper Alloys Products
Tenneco Clean Air India Limited 0.09% ₹ 6.46 Auto Ancl - Others
Godrej Consumer Products Limited 0.09% ₹ 6.45 Personal Care
Muthoot Finance Limited (17/06/2026) 0.08% ₹ 5.98 Others
Vedanta Aluminium Metal Limited 0.08% ₹ 6.33 Aluminium
Fortis Healthcare Limited 0.08% ₹ 6 Hospitals & Medical Services
Intellect Design Arena Limited 0.08% ₹ 5.98 IT Consulting & Software
Navin Fluorine International Limited 0.08% ₹ 5.94 Chemicals - Others
GE Vernova T&D India Limited 0.08% ₹ 5.83 Power - Transmission/Equipment
Dynamatic Technologies Limited 0.08% ₹ 5.80 Electronics - Equipment/Components
Travel Food Services Limited 0.07% ₹ 5.57 Hotels, Resorts & Restaurants
Info Edge (India) Limited 0.07% ₹ 5.06 Internet & Catalogue Retail
SBI Life Insurance Company Limited 0.06% ₹ 4.34 Finance - Life Insurance
Mankind Pharma Limited 0.06% ₹ 4.82 Pharmaceuticals
Tube Investments of India Limited 0.06% ₹ 4.74 Cycles & Accessories
Safari Industries (India) Limited 0.06% ₹ 4.56 Packaging & Containers
eClerx Services Limited 0.06% ₹ 4.48 IT Enabled Services
Sudeep Pharma Limited 0.06% ₹ 4.36 Pharmaceuticals
Rainbow Childrens Medicare Limited 0.06% ₹ 4.35 Hospitals & Medical Services
6.48% Government of India (06/10/2035) 0.05% ₹ 3.66 Others
HDFC Bank Limited (21/09/2026) 0.05% ₹ 3.91 Others
LTM Limited 0.05% ₹ 3.37 IT Consulting & Software
Aether Industries Limited 0.05% ₹ 4.04 Chemicals - Speciality
Nippon Life India Asset Management Limited 0.05% ₹ 3.58 Finance - Mutual Funds
Mastek Limited 0.04% ₹ 3.18 IT Consulting & Software
Orkla India Limited 0.04% ₹ 3.03 Food Processing & Packaging
InterGlobe Aviation Limited 0.04% ₹ 3.37 Airlines
S.J.S. Enterprises Limited 0.04% ₹ 3.36 Auto Ancl - Others
Corona Remedies Limited 0.04% ₹ 3.13 Pharmaceuticals
Cholamandalam Investment and Finance Company Ltd 0.04% ₹ 2.82 Non-Banking Financial Company (NBFC)
Jyothy Labs Limited 0.03% ₹ 2.24 Personal Care
Trent Limited 0.03% ₹ 2.62 Retail - Apparel/Accessories
6.36% Government of India (16/02/2031) 0.03% ₹ 1.96 Others
Bank of Baroda (08/03/2027) 0.03% ₹ 1.89 Others
Indiqube Spaces Limited 0.03% ₹ 2.21 Infrastructure - General
Divi's Laboratories Limited 0.03% ₹ 1.91 Pharmaceuticals
Vijaya Diagnostic Centre Limited 0.02% ₹ 1.86 Hospitals & Medical Services
Crompton Greaves Consumer Electricals Limited 0.02% ₹ 1.65 Domestic Appliances
Awfis Space Solutions Limited 0.02% ₹ 1.59 Infrastructure - General
Neuland Laboratories Limited 0.02% ₹ 1.21 Pharmaceuticals
Malco Energy Limited 0.01% ₹ 1.02 Miscellaneous
Shilpa Medicare Limited 0.01% ₹ 1 Pharmaceuticals
Laxmi Dental Limited 0.01% ₹ 0.83 Medical Equipment & Accessories
Newgen Software Technologies Limited 0.01% ₹ 0.77 IT Consulting & Software
Nucleus Software Exports Limited 0.01% ₹ 0.58 IT Consulting & Software
Ajanta Pharma Limited 0.01% ₹ 0.58 Pharmaceuticals
Cholamandalam Financial Holdings Limited 0.01% ₹ 0.43 Finance & Investments

Returns

Annualised returns
9M 1Y 2Y 3Y
Fund returns 8.33% 12.90% 14.93% 16.81%
Category returns 2.45% 4.99% 9.85% 25.49%

Fund Objective

The investment objective of the Scheme is to provide long term capital appreciation and generate income by investing in instruments across multiple asset classes viz. Equity, Debt and Gold/silver ... Read more

AMC Details

Name
WhiteOak Capital Asset Management Ltd.
Date of Incorporation
03 Jul 2018
CEO
Mr. Aashish P Somaiyaa
CIO
Mr. Ramesh Mantri
Type
Pvt.Sector-Indian
Address
Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai, Maharashtra, India - 400025
Website
https://mf.whiteoakamc.com

Top Funds from Hybrid - Multi Asset Allocation

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Quant Multi Asset Allocation Fund - Direct Plan
Hybrid Direct
22.36% 96.37% 165.39% ₹5,615 0.61%
High
Quant Multi Asset Allocation Fund - Direct Plan
Hybrid Direct
22.35% 96.35% 165.26% ₹5,615 0.61%
High
Quant Multi Asset Allocation Fund - Direct Plan
Hybrid Direct
22.35% 96.35% 165.26% ₹5,615 0.61%
High
Quant Multi Asset Allocation Fund
Hybrid Regular
20.89% 88.95% 146.46% ₹5,615 1.84%
High
Quant Multi Asset Allocation Fund
Hybrid Regular
20.89% 88.78% 146.20% ₹5,615 1.84%
High
Quant Multi Asset Allocation Fund
Hybrid Regular
20.89% 88.78% 146.20% ₹5,615 1.84%
High
Nippon India Multi Asset Allocation Fund - Direct Plan
Hybrid Direct
16.82% 75.80% 119.96% ₹15,481 0.32%
Very High
Nippon India Multi Asset Allocation Fund - Direct Plan
Hybrid Direct
12.79% 69.72% 112.36% ₹15,481 0.32%
Very High
Nippon India Multi Asset Allocation Fund - Direct Plan
Hybrid Direct
12.79% 69.72% 112.36% ₹15,481 0.32%
Very High
Nippon India Multi Asset Allocation Fund
Hybrid Regular
15.54% 69.61% 106.42% ₹15,481 1.33%
Very High

Top Funds from WhiteOak Capital Asset Management Ltd.

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
WhiteOak Capital Mid Cap Fund - Direct Plan
Diversified Direct
15.21% 96.60% 0.00% ₹5,732 0.60%
Very High
WhiteOak Capital Mid Cap Fund - Direct Plan
Diversified Direct
15.21% 96.60% 0.00% ₹5,732 0.60%
Very High
WhiteOak Capital Mid Cap Fund - Direct Plan
Diversified Direct
15.21% 96.60% 0.00% ₹5,732 0.60%
Very High
WhiteOak Capital Mid Cap Fund
Diversified Regular
13.69% 88.04% 0.00% ₹5,732 1.86%
Very High
WhiteOak Capital Mid Cap Fund
Diversified Regular
13.69% 88.04% 0.00% ₹5,732 1.86%
Very High
WhiteOak Capital Mid Cap Fund
Diversified Regular
13.69% 88.04% 0.00% ₹5,732 1.86%
Very High
WhiteOak Capital ELSS Tax Saver Fund - Direct Plan
ELSS Direct
3.77% 67.01% 0.00% ₹456 0.81%
Very High
WhiteOak Capital ELSS Tax Saver Fund - Direct Plan
ELSS Direct
3.77% 67.01% 0.00% ₹456 0.81%
Very High
WhiteOak Capital ELSS Tax Saver Fund - Direct Plan
ELSS Direct
3.77% 67.01% 0.00% ₹456 0.81%
Very High
WhiteOak Capital Flexi Cap Fund - Direct Plan
Diversified Direct
4.86% 61.77% 0.00% ₹8,136 0.54%
Very High

FAQs

What is the current NAV of WhiteOak Capital Multi Asset Allocation Fund - Direct Plan Growth?

The current Net Asset Value (NAV) of WhiteOak Capital Multi Asset Allocation Fund - Direct Plan Growth is ₹16.26 as of 18 Jun 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of WhiteOak Capital Multi Asset Allocation Fund - Direct Plan Growth?

The Assets Under Management (AUM) of WhiteOak Capital Multi Asset Allocation Fund - Direct Plan Growth is ₹7,498.48 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of WhiteOak Capital Multi Asset Allocation Fund - Direct Plan Growth?

WhiteOak Capital Multi Asset Allocation Fund - Direct Plan Growth has delivered returns of 12.90% (1 Year), 16.81% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of WhiteOak Capital Multi Asset Allocation Fund - Direct Plan Growth?

WhiteOak Capital Multi Asset Allocation Fund - Direct Plan Growth has a risk rating of 'High' as per the SEBI Riskometer. This indicates the fund is suitable for aggressive investors with high risk tolerance. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for WhiteOak Capital Multi Asset Allocation Fund - Direct Plan Growth?

The minimum lumpsum investment required for WhiteOak Capital Multi Asset Allocation Fund - Direct Plan Growth is ₹500. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

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