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FAQ : WhiteOak Capital Multi Asset Allocation Fund - Growth - Direct Plan

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(%) 12.03 N/A N/A N/A
Average Rolling Returns(%) 18.99 N/A N/A N/A

The Current NAV of WhiteOak Capital Multi Asset Allocation Fund - Growth - Direct Plan is ₹15.94.

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 0.49%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of WhiteOak Capital Multi Asset Allocation Fund - Growth - Direct Plan is currently ₹6,612 Crores.

The Top three stocks are ICICI Bank, Bharti Airtel and HDFC Bank and account for 7% of its portfolio. Top 5 and 10 stocks of fund account for 8% and 12% of fund’s portfolio respectively.

Top three sectors of WhiteOak Capital Multi Asset Allocation Fund - Growth - Direct Plan fund are Others, BFSI and Miscellaneous accounting for 83% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.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 34.98 and PB ratio is 6.91

The asset allocation of WhiteOak Capital Multi Asset Allocation Fund - Growth - Direct Plan is Stocks : 33.84%, Debt : 48.61% and Gold : 41.60%

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 NIL upto 10% of units and 1% for remaining units on or before 30 days, NIL after 30 days

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