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WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth

WhiteOak Capital · Multi Asset
Moderate
₹16.04
Current NAV
05 Nov 2026
7.7%
1Y Return
15.2%
3Y CAGR
18.2%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • 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.
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
Sortino
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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