Multi Asset / Dynamic
White Oak Capital - Multi Asset Allocation Fund · Direct · Growth
NAV
₹16.2020
as of 16 Jun 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +12.98%
- 3Y
- +16.64%
- 5Y
- —
- Since Inception
- +16.96%
SIP returns (XIRR)
- 1Y
- +10.75%
- 3Y
- +15.57%
- 5Y
- —
- Since Inception
- +15.63%
Performance Comparison
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Fund Details
Fund HouseWhiteOak Capital Mutual Fund
CategoryMulti Asset / Dynamic
Launch Date19 May 2023
AMFI Code151745
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit LoadIn respect of each purchase or switch in of Units an Exit Load of 1.00% is payable if Units are redeemed or switched out within 1 month from the date of allotment No Exit Load is payable if Units are redeemed or switched out after 1month from the date of allotment
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
Investment Objective
White Oak Capital - Multi Asset Allocation Fund · Direct · Growth invests across at least three asset classes — equity, debt, and one more (gold, international equity, or REITs) — with a minimum 10% in each. This diversification aims to reduce portfolio volatility and provide more stable returns.
About This Fund
White Oak Capital - Multi Asset Allocation Fund · Direct · Growth is a Multi Asset / Dynamic mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 3 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations