Whiteoak Capital Multi Asset Allocation Fund - Direct Plan Growth
Hybrid | Multi Asset Allocation
3Y Returns
NA
Min SIP
₹100
Min Lumpsum
₹500
Expense Ratio
0.59%
Fund Size
₹269 Cr
Inception Date
45058
Fund Manager
Ramesh Mantri
Exit Load
1% on or before 1M, Nil after 1M.
Overall Fund Zi Tag
Asset Allocation
Equity
37.09%
Debt & Others
62.91%
Market Cap Allocation
Large Cap
29.51%
Mid Cap
2.62%
Small Cap
4.96%
Other Cap
62.91%
Investment 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. There Is No Assurance That The Investment Objective Of The Scheme Will Be Realized.
Fund House Detail
AMC Name
WhiteOak Capital Asset Management Limited
Scheme Document
https://mf.whiteoakamc.com/WOC/downloadsAddress
Unit No. B4, 6th Floor, CnergyAppasaheb Marathe Marg, PrabhadeviMumbai - 400 025
Whiteoak Capital Multi Asset Allocation Fund - Direct Plan Growth
1Y
NA
3Y
NA
5Y
NA
Quant Multi Asset Fund Direct Plan - Growth
1Y
49.55%
3Y
30.2%
5Y
30.27%
Icici Prudential Multi-Asset Fund - Direct Plan - Growth
1Y
34.36%
3Y
25.51%
5Y
20.38%
Uti Multi Asset Fund - Direct Growth Plan
1Y
40.56%
3Y
18.97%
5Y
15.36%
Nippon India Multi Asset Fund-Direct Plan-Growth
1Y
33.56%
3Y
18.13%
5Y
NA
Tata Multi Asset Opportunities Fund Direct Plan Growth
1Y
29%
3Y
17.86%
5Y
NA
Aditya Birla Sun Life Financial Planning Fof - Aggressive Plan- Direct Plan- Growth
1Y
32.42%
3Y
17.29%
5Y
16.56%
Sbi Multi Asset Allocation Fund Direct Growth
1Y
30.52%
3Y
17.05%
5Y
15.36%
Hsbc Managed Solutions India Growth Fund Direct Plan Growth
1Y
32.7%
3Y
17.03%
5Y
15.58%
Hdfc Multi-Asset Fund - Direct Plan - Growth Option
1Y
24.06%
3Y
15.85%
5Y
15.59%
Franklin India Multi - Asset Solution Fund - Direct Growth
1Y
19.25%
3Y
14.76%
5Y
8.48%
Hsbc Managed Solutions India Moderate Fund Direct Plan Growth
1Y
27.3%
3Y
14.72%
5Y
13.87%
Bandhan Asset Allocation Fund Of Funds-Aggressive Plan-Growth-(Direct Plan)
1Y
28.86%
3Y
14.58%
5Y
12.73%
Motilal Oswal Asset Allocation Passive Fund Of Fund - Aggressive - Direct Growth
1Y
27.54%
3Y
14.36%
5Y
NA
Aditya Birla Sun Life Financial Planning Fund Prudent Plan Direct Plan Growth
1Y
25.31%
3Y
14.06%
5Y
13.79%
Bandhan Asset Allocation Fund Of Fund-Moderate Plan-Direct Plan-Growth
1Y
21.17%
3Y
11.6%
5Y
10.55%
Axis Multi Asset Allocation Fund - Direct Growth
1Y
20.43%
3Y
11.31%
5Y
14.14%
Aditya Birla Sun Life Financial Planning Fund Conservative Plan Direct Plan Growth
1Y
18.34%
3Y
11.07%
5Y
11.14%
Motilal Oswal Asset Allocation Passive Fund Of Fund - Conservative - Direct Growth
1Y
19.25%
3Y
10.79%
5Y
NA
Quantum Multi Asset Fund Of Funds - Direct Plan Growth Option
1Y
17.08%
3Y
10.54%
5Y
10.34%
Motilal Oswal Multi Asset Fund Direct Growth
1Y
17.86%
3Y
8.33%
5Y
NA
Bandhan Asset Allocation Fund Of Fund-Conservative Plan-Direct Plan-Growth
1Y
13.09%
3Y
8.08%
5Y
8.15%
Hsbc Managed Solutions India Conservative Fund Direct Plan Growth
1Y
9.07%
3Y
6.1%
5Y
6.55%
Mirae Asset Multi Asset Allocation Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Shriram Multi Asset Allocation Fund Direct Plan - Growth
1Y
NA
3Y
NA
5Y
NA
Bandhan Multi Asset Allocation Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Kotak Multi Asset Allocation Fund -Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Dsp Multi Asset Allocation Fund - Direct - Growth
1Y
NA
3Y
NA
5Y
NA
Edelweiss Multi Asset Allocation Fund- Direct Plan Growth
1Y
NA
3Y
NA
5Y
NA
Baroda Bnp Paribas Multi Asset Fund Direct Growth
1Y
32.38%
3Y
NA
5Y
NA
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