TickerKhojWhiteOak Capital Mutual Fund · Hybrid · Multi Asset Allocation · Regular plan
WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth
₹15.698NAV on 2 Nov 2026Expense ratio 1.66%
3 Nov 2025NAV low 14.7 · high 16.31+5.3%
In plain words
Over 3 years it returned +14.6% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -6.1%.
On 3-year return it ranks 4 of 15 funds in Multi Asset Allocation.
A monthly SIP over 3 years ended ₹8,169 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.7% | +4.6% |
| 3 months | -1.3% | -3.8% |
| 6 months | +1.7% | -1.6% |
| 1 year | +5.4% | -8.1% |
| 3 years (yearly) | +14.6% | +8.0% |
| Since start (yearly) | +13.8% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,21,723 | +2.6% |
| 3 years | ₹3,60,000 | ₹4,22,656 | +10.7% |
Other plan of this fund: WhiteOak Capital Multi Asset Allocation Fund - Direct Plan - Growth