WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

WhiteOak Capital Multi Asset Allocation Fund-Reg (G) is a scheme launched by WOC Mutual Fund on May 19, 2023, and falls under the Multi Asset Allocation fund category. It currently manages an AUM of Rs 3,039.83 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 500. It charges an expense ratio of 1.88% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  WhiteOak Capital Multi Asset Allocation Fund-Reg (G) trailing returns over different times are 14.97% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 11.29%.