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WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth

WhiteOak Capital · Multi Asset
Moderate
₹15.60
Current NAV
25 Jun 2026
17.2%
1Y Return
9.2%
3Y CAGR
18.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.52).
  • Very large asset base (AUM: ₹22,570 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Multi Asset mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.52
Sharpe Ratio
1.32
Beta
5.52
Alpha
0.58
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Fund Details
Fund House WhiteOak Capital
Category Multi Asset
AUM ₹22570 Cr
Expense Ratio 1.72%
Min SIP ₹500
Min Lumpsum ₹1000
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