Whiteoak Capital Multi Asset Allocation Fund Direct Plan Growth

Multi Asset AllocationHybrid Rank 5 of 16

NAV · Direct-Growth

₹16.45-0.06-0.33%

As of 1 Oct 2026 · AMFI

NAV growth+9.2%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y all ahead

Consistency

Strong

positive in 3 of 3 years

Beats its Multi Asset Allocation category on 1Y & 3Y.

1Y return

+8.9%

+3.8 vs cat

3Y CAGR

+16.8%

+2.1 vs cat

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

5.4%

3Y std dev

Go deeper on Whiteoak Capital Multi Asset Allocation Fund Direct Plan Growth

Two data-only views, computed from this fund's real NAV history — no projections.

Whiteoak Capital Multi Asset Allocation Fund Direct Plan Growth SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Whiteoak Capital Multi Asset Allocation Fund Direct Plan Growth real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

WhiteOak Capital Multi Asset Allocation Fund Direct Plan Growth is a Multi Asset Allocation scheme from WhiteOak Capital. 3-year CAGR: about 16.8%. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF03VN01761

NAV (Direct-Growth)

₹16.4530

Last 1Y

+9.19%

Oct 25Min ₹15.07 · Max ₹16.95 · 243 ptsOct 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-1.12%	-2.14%	2/ 42
1M	-2.22%	-3.77%	3/ 41
3M	+0.24%	-2.51%	2/ 38
6M	+6.16%	+4.15%	8/ 37
YTD	+5.11%	-0.15%	3/ 36
1Y	+8.93%	+5.12%	5/ 34
2Y	+12.35%	+7.42%	1/ 26
3Y	+16.75%	+14.66%	5/ 16

Available plans & options

PlanOptionFull nameISIN

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