- Mutual Funds
- WhiteOak Capital Mutual Fund
- WhiteOak Capital Multi Asset Allocation Fund Direct Growth
WhiteOak Capital Multi Asset Allocation Fund Direct Plan Growth
₹ 14
NAV (Apr 21)
19.097%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->
Scripbox Recommended Equity Funds 
Want the equity funds that are right for your long term equity investment needs?Learn more
Scheme Information
Investment Objective
The Scheme seeks to provide long term capital appreciation and generate income by investing in instruments across multiple asset classes viz. Equity, Debt and Gold/silver related instruments.
Expense Ratio | 0.41 % |
Launched 1Y ago | 2023-05-19 |
AUM in Crores | 1673.7 |
ISIN | INF03VN01761 |
Lock-in (days) | No Lock-in |
Benchmark | NA |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Others
12.62%Others
9.58%Others
9.24%GOI
7.6%HDFC Bank Ltd.
5.51%See all holdings
Allocation by Sector
Financial
9.55%Technology
2.86%Services
2.37%Healthcare
1.75%Energy
1.58%See all sectors
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 55,360 cr | ||
₹ 3,309 cr | ||
₹ 5,670 cr | ||
₹ 23,229 cr | ||
₹ 12,239 cr |
Frequently Asked Questions
Loading...