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WhiteOak Capital Multi Asset Allocation-Reg (G)
16.46
14.04
0.59
2.51
5.00
4.82
16.11
7
1.58
16.46
WhiteOak Capital Multi Asset Allocation-Reg (G)
1.64
17.84
1.11
3.5
3 Years

SIP TrendupInvest in Mutual Funds at 0 Transaction cost

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  • NAV

    16.28

    21 Aug 2026

  • 0.23%

     1 Day

  • 16.46%

    3Y CAGR returns

Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 100

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 1.68%

    Expense Ratio

  • NA

     Rating

  • 8,187 Cr

    Fund Size

  • 3 Years

    Fund Age

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Scheme Performance

Returns and Ranks ( as on 21 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 14.04%
  • 16.46%
  • 16.11

Scheme Allocation

By Holding By Sector By Asset
8.82%
6.65%
3.87%
3.02%
2.96%
74.68%
View All

Advance Ratio

  • 8.76Alpha
  • 1.43SD
  • 0.30Beta
  • 1.82Sharpe

Exit Load & Tax Implication

  • Exit Load
  • Nil
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

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 related instruments. However, there is no assurance that the investment objective of the Scheme will be realized.

Fund Managers

Ramesh Mantri

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

AMC Contact Details

  • Address :
  • Unit No. B, 1th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai-400025
    • Contact :
    • +91022 69187607
    • Email ID :
    • Clientservice@whiteoakamc.com

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