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WhiteOak Capital Multi Asset Allocation Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 18.79 | N/A | N/A | N/A |
Average Rolling Returns(%) | 21.15 | N/A | N/A | N/A |
The Current NAV of WhiteOak Capital Multi Asset Allocation Fund - Growth - Direct Plan is ₹12.74.
It is better to invest in a fund with a longer track record as WhiteOak Capital Multi Asset Allocation Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
WhiteOak Capital Multi Asset Allocation Fund - Growth - Direct Plan fund’s expense ratio is 0.56%
The process for redemption is
The AUM of WhiteOak Capital Multi Asset Allocation Fund - Growth - Direct Plan is currently ₹671 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Securities and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 13% and 18% of fund’s portfolio respectively.
Top three sectors of WhiteOak Capital Multi Asset Allocation Fund - Growth - Direct Plan fund are Others, BFSI and Oil & Gas accounting for 82% of the total portfolio.
Since this is a Hybrid - Multi Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of WhiteOak Capital Multi Asset Allocation Fund - Growth - Direct Plan Fund is Hybrid - Multi Asset Allocation.
Ramesh Mantri and Piyush Baranwal manage the WhiteOak Capital Multi Asset Allocation Fund - Growth - Direct Plan Fund.
WhiteOak Capital Multi Asset Allocation Fund - Growth - Direct Plan current PE ratio is 42.11 and PB ratio is 8.80
The asset allocation of WhiteOak Capital Multi Asset Allocation Fund - Growth - Direct Plan is Stocks : 37.18%, Debt : 41.03% and Gold : 21.80%
The minimum SIP amount for WhiteOak Capital Multi Asset Allocation Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹500.00
The exit load for WhiteOak Capital Multi Asset Allocation Fund - Growth - Direct Plan is 1% on or before 1 months, Nil after 1 months