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 6147.10 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 1.52%. 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 ICICI Prudential Gold ETF, DSP Gold ETF & IndiGrid Infrastructure Trust.
The major sectors where the fund is invested are Real Estate Operations, Regional Banks, Misc. Financial Services & Software & Programming.
Some of the similar funds are UTI Multi Asset Allocation Fund Regular Plan Growth, HDFC Multi - Asset Allocation Growth, DSP Multi Asset Allocation Fund Regular Growth, WhiteOak Capital Multi Asset Allocation Fund Regular Growth, Aditya Birla Sun Life 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%.
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