Whiteoak Capital Multi Asset Allocation Fund Regular Plan Growth

Multi Asset AllocationHybrid Rank 9 of 13

NAV · Regular-Growth

—-0.02-0.10%

As of — · AMFI

NAV growth+13.7%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 2 periods ahead

Consistency

Strong

positive in 3 of 3 years

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

1Y return

+13.7%

-0.2 vs cat

3Y CAGR

+16.3%

-0.2 vs cat

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

5.0%

3Y std dev

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

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

Whiteoak Capital Multi Asset Allocation Fund Regular 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 Regular 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 Regular Plan Growth is a Multi Asset Allocation scheme from WhiteOak Capital. 3-year CAGR: about 16.3%. 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 Regular · Growth · INF03VN01779

NAV (Direct-Growth)

₹16.1760

Last 1Y

+13.67%

Aug 25Min ₹14.23 · Max ₹16.19 · 243 ptsAug 26

Performance

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

Period	Returns	Category avg	Rank
1W	+0.14%	-0.21%	5/ 40
1M	+2.12%	+2.15%	21/ 38
3M	+4.56%	+3.26%	6/ 38
6M	+4.16%	+1.58%	4/ 36
YTD	+6.65%	+4.18%	8/ 36
1Y	+13.67%	+13.89%	17/ 31
2Y	+14.27%	+11.17%	6/ 25
3Y	+16.29%	+16.45%	9/ 13

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

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