WhiteOak Capital Multi Asset Allocation Fund does not yet have a 5-year performance history.
The average return for Multi Asset Allocation funds is 67.77% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 23.67% | 8.09% |
| 2 Year Return | 54.26% | 20.93% |
| 3 Year Return | N/A | 38.04% |
| 4 Year Return | N/A | 51.17% |
| 5 Year Return | N/A | 67.77% |
| 6 Year Return | N/A | 99.56% |
| 7 Year Return | N/A | 94.51% |
| Expense Ratio | 1.27% | - |
AMC: WHITEOAKCAPITAL
Category: Hybrid • Multi Asset Allocation
Launch Date: 03 May 2023
Fund Manager: Mr. Ramesh Mantri
Minimum Purchase: ₹500
Exit Load:
Lock-in: 0
Risk: Low Risk
WhiteOak Capital Multi Asset Allocation Fund is managed by WHITEOAKCAPITAL and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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