Open Demat Account
English
✕
Login Dashboard
  1. Home
  2. Mutual Funds
44092
73700
WhiteOak Capital Multi Asset Allocation-Dir Growth
24.54
0.07
0.41
4.68
9.90
20.15
  • NAV

    13.09

    as on 04 Nov 2024

  • ₹-0.03 (-0.24%)

    Last Change

  • ₹ 100

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 0.62%

    Expense Ratio
  • Rating

  • 842 Cr

    Fund Size

  • 1 Years

    Fund Age
SIP One-Time

SIP Calculator

SIP One-Time
₹ ₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 04 Nov 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 24.54%
  • -
  • -
  • 20.15
By Holding By Sector By Asset
9.75%
7.07%
4.71%
4.64%
4.54%
69.29%
View all Holdings
  • 9.04Alpha
  • 1.09SD
  • 0.25Beta
  • 3.46Sharpe
  • Exit Load
  • In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.
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.

Ramesh Mantri

Low Low to
moderate Moderate Moderately
High High Very
High
  • Fund Name
View all schemes

WhiteOak Capital Mutual Fund

  • AUM :
  • 13,161Cr
  • Address :
  • Unit No. B4, 6th Floor, Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai-400025
  • Contact :
  • +91022 69187607
  • Email ID :
  • Clientservice@whiteoakamc.com
  • Fund Name
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

  • Fund Name
View all funds

Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

Dividend Yield

Ultra Short Duration

Liquid Mutual

Gilt Mutual

Long Duration

Overnight Mutual

Floater Mutual

Arbitrage Mutual

Equity Savings Mutual

Aggressive Hybrid Mutual

FAQs

You can invest in WhiteOak Capital Multi Asset Allocation-Dir Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for WhiteOak Capital Multi Asset Allocation-Dir Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

WhiteOak Capital Multi Asset Allocation-Dir Growth has delivered 21.95% since inception

The NAV of WhiteOak Capital Multi Asset Allocation-Dir Growth is ₹12.553 as of 04 Nov 2024

The expense ratio of WhiteOak Capital Multi Asset Allocation-Dir Growth is % as of 04 Nov 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of WhiteOak Capital Multi Asset Allocation-Dir Growth 534.91 CR as of 04 Nov 2024

The minimum SIP amount of WhiteOak Capital Multi Asset Allocation-Dir Growth is 100

The top stock holdings of WhiteOak Capital Multi Asset Allocation-Dir Growth are

  1. C C I - 9.75%
  2. Net CA & Others - 7.07%
  3. HDFC Bank - 4.71%
  4. DSP Gold ETF - 4.64%
  5. GSEC2034 - 4.54%

The top sectors WhiteOak Capital Multi Asset Allocation-Dir Growth has invested in are

  1. Debt - 34.29%
  2. Others - 26.23%
  3. Banks - 7.89%
  4. Petroleum Products - 3.62%
  5. Finance - 3.57%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select WhiteOak Capital Multi Asset Allocation-Dir Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of WhiteOak Capital Multi Asset Allocation-Dir Growth based on your investment objective and risk tolerance

Open Free Demat Account

Be a part of 5paisa community - The first listed discount broker of India.

+91
 
footer_form