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Hybrid · Multi Asset Allocation

WhiteOak Capital Multi Asset Allocation Fund

WhiteOak Capital Mutual Fund
Benchmark
30% BSE 500 TRI + 50% CRISIL Short Term Bond Index + 16% Domestic prices of Gold + 1% Domestic prices of Silver + 3% iCOMDEX
Riskometer
Moderately High
Size
₹9,258 cr
Allotted
Not on record
Holdings as of
Not on record

WhiteOak Capital Multi Asset Allocation Fund is a multi asset allocation fund of WhiteOak Capital Mutual Fund with ₹9,258 cr under management. Its direct plan charges 0.65% a year.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is WhiteOak Capital Multi Asset Allocation Fund invested in?

Mix not on record

Has WhiteOak Capital Multi Asset Allocation Fund beaten its benchmark?

Official figures

AMFI performance feed, 13 Oct 2026
PeriodDirectRegularBenchmarkAheadRank
1y +7.93%+6.73%— — 🔒
3y +16.36%+15.00%— — 🔒
5y ——— — —
10y ——— — —
Ahead in points a year · its rank among Multi Asset Allocation funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does WhiteOak Capital Multi Asset Allocation Fund cost?

0.65% a year on the direct plan, 1.67% on the regular plan; 5 of 18 funds in its category charge less.

Direct plan
0.65% a year
Category median 0.93%
Regular plan
1.67% a year
Category median 2.21%
Gap
1.02 points
for the same holdings
5 of 18 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Hybrid Schemes - Multi Asset Allocation Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages WhiteOak Capital Multi Asset Allocation Fund?

ManagersNot on record
Benchmark as filedNot on record
Exit load
Not on record

Questions people ask

What is the expense ratio of WhiteOak Capital Multi Asset Allocation Fund?

0.65% a year on the direct plan and 1.67% on the regular plan (expense report, Oct 2026).

How has WhiteOak Capital Multi Asset Allocation Fund done?

Its direct plan returned +16.36% a year over 3 years against None for its benchmark, 30% BSE 500 TRI + 50% CRISIL Short Term Bond Index + 16% Domestic prices of Gold + 1% Domestic prices of Silver + 3% iCOMDEX, as of 13 Oct 2026.

Inside the app

See WhiteOak Capital Multi Asset Allocation Fund beside your own funds in Valarth

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WhiteOak Capital Multi Asset Allocation Fund in the app: beside your own funds, with what you own through them

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