WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

WhiteOak Capital Multi Asset Allocation Fund - Investment Information

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₹12.89 (-0.56%)
Current NAV 20-12-2024
17.74%
Returns
Min. SIP ₹100

Min. Investment ₹500

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Overview Returns Risk Portfolio Investment Details

Fund Suitability Test

Investment Objective

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.

Basic Details

Key Information About Investing Details.

CategoryMulti Asset Allocation
KRACAMS
Inv. PlanGrowth
Launched In19-May-23
BenchmarkCRISIL Short-Term Bond Index(45.00), BSE 500 TRI(35.00), Domestic Price of Gold(19.00), Domestic Price of Silver(1.00)
Fund TypeOpen Ended
Fund HouseWhiteOak Capital Mutual Fund

Investment Details

Check the Fund’s General Information

Fund size937.84 Cr.
Min. Investment₹500
Min. Sip Inv.₹100
Min. Addl Inv.₹500
Expense Ratio1.96%
Turn over%
Exit LoadWhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges.

Fund Managers

Details of Managers and their Experience

Piyush Baranwal

Fund Manage : 9

Total AUM. : ₹5,379 Cr.

Ramesh Mantri

Fund Manage : 10

Total AUM. : ₹0 Cr.

Shariq Merchant

Fund Manage : 5

Total AUM. : ₹2,133 Cr.

Vineet Narang

Fund Manage : 1

Total AUM. : ₹187 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

AMCWhiteOak Capital Mutual Fund
Emailcustomerservice@whiteoakamc.com
Office No022-6918 7607
Websitehttps://mf.whiteoakamc.com
AddressUnit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi Mumbai 400025

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Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.