WhiteOak Capital Multi Asset Allocation Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

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.

The WhiteOak Capital Multi Asset Allocation Fund Regular Growth has an AUM of 2245.19 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.73%. The minimum investment in WhiteOak Capital Multi Asset Allocation Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Low & Exceptional respectively.

The top holdings of the fund include 6.79% Govt Stock 2034, Clearing Corporation Of India Ltd, Cash Offset For Derivatives & Hdfc Bank.

The major sectors where the fund is invested are Regional Banks, Misc. Financial Services, Construction Services & Software & Programming.

Some of the similar funds are DSP Multi Asset Allocation Fund Regular Growth, Sundaram Multi Asset Allocation Fund Regular Growth, WhiteOak Capital Multi Asset Allocation Fund Regular Growth, HSBC Multi Asset Allocation Fund Regular Growth, Mirae Asset Multi Asset Allocation Fund Regular Growth. WhiteOak Capital Multi Asset Allocation Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.