WhiteOak Capital Multi Asset Allocation Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Multi Asset Allocation funds is 67.77% .
The largest portfolio holding is TREPS with a portfolio weight of 8.82% .
The fund currently owns more than 200 stocks.
The top 10 holdings account for 35.92% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 25.84% | 8.09% |
| 2 Year Return | 59.83% | 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 | 0.39% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
8.82%
|
||
| 2 |
6.65%
|
||
| 3 |
3.87%
|
||
| 4 | Finance - Mutual Funds |
3.02%
|
|
| 5 | Real Estate Investment Trusts (REIT) |
2.96%
|
|
| 6 | Financials |
2.88%
|
|
| 7 | Real Estate Investment Trusts (REIT) |
2.25%
|
|
| 8 | Finance - Mutual Funds |
1.88%
|
|
| 9 | Finance - Banks - Private Sector |
1.80%
|
|
| 10 | Real Estate Investment Trusts (REIT) |
1.79%
|
|
| 11 | Investment Trust |
1.71%
|
|
| 12 |
1.65%
|
AMC: WHITEOAKCAPITAL
Category: Hybrid • Multi Asset Allocation
Launch Date: 03 May 2023
Fund Manager: Mr. Ramesh Mantri
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Moderate Risk
WhiteOak Capital Multi Asset Allocation Fund - Direct Plan 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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