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Enter a Single character of a Scheme :
05 Sep 2026 | 19:09 IST
WhiteOak Capital Multi Asset Allocation-Reg (G)
Summary Info
Fund Name : WhiteOak Capital Mutual Fund
Scheme Name : WhiteOak Capital Multi Asset Allocation-Reg (G)
AMC : WhiteOak Capital Mutual Fund
Type : OPEN
Category : Hybrid - Equity Oriented
Launch Date : 03-May-23
Fund Manager : Ramesh Mantri
Net Assets:(Rs. cr) 8187.32
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 500
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns -0.26 1.39 4.37 3.42 12.70 15.81 NA 15.76
Category Avg -0.88 -0.40 4.35 4.42 5.43 10.65 9.68 11.30
Category Best -0.08 2.42 8.33 19.72 22.81 22.17 21.56 32.87
Category Worst -2.41 -2.79 -2.49 -2.22 -7.43 -0.54 2.89 -0.04
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.2959 1.4266 1.9756 9.3529 0.0976
Holdings Date :31-Jul-26
Company Name% Hold
ICICI Bank 2.88
HDFC Bank 1.80
Bharti Airtel 1.52
Nestle India 1.17
M & M 1.07
Adani Enterp. 0.96
SBI 0.92
Coforge 0.92
Reliance Industr 0.83
Eternal 0.80
Kotak Mah. Bank 0.72
Torrent Pharma. 0.72
Maruti Suzuki 0.68
Titan Company 0.64
Bharat Electron 0.54
Infosys 0.43
TCS 0.37
Hindalco Inds. 0.34
Larsen & Toubro 0.33
Bajaj Finance 0.32
Max Healthcare 0.32
Tech Mahindra 0.32
Persistent Syste 0.30
Cipla 0.28
Power Grid Corpn 0.27
Muthoot Finance 0.26
Bajaj Finserv 0.25
Axis Bank 0.25
Tata Steel 0.25
Max Financial 0.24
Aadhar Hsg. Fin. 0.23
Biocon 0.22
NTPC 0.22
Sun Pharma.Inds. 0.21
Power Fin.Corpn. 0.20
Asian Paints 0.20
Pidilite Inds. 0.20
Cholaman.Inv.&Fn 0.19
Info Edg.(India) 0.19
Billionbrains 0.18
Lenskart Solut. 0.18
Oil India 0.18
Azad Engineering 0.17
Vedanta Aluminiu 0.17
Natl. Aluminium 0.16
Phoenix Mills 0.16
Manorama Indust. 0.16
INDIA SHELTE FIN 0.16
PB Fintech. 0.15
Eureka Forbes 0.15
Leela Palaces Ho 0.15
LTM 0.15
Krishna Institu. 0.15
Five-Star Bus.Fi 0.15
O N G C 0.14
CARE Ratings 0.14
Cummins India 0.14
Aditya Infotech 0.14
360 ONE 0.13
Manipal Health 0.13
CG Power & Ind 0.13
Onemi Technology 0.13
KRN Heat Exchan 0.12
Juniper Green 0.12
Ajax Engineering 0.11
Acutaas Chemical 0.11
TBO Tek 0.11
Indigo Paints 0.11
TD Power Systems 0.11
Solar Industries 0.11
Poly Medicure 0.11
Gland Pharma 0.10
Firstsour.Solu. 0.10
AIA Engineering 0.10
Dr Lal Pathlabs 0.10
Gillette India 0.10
Vishal Mega Mart 0.10
Kirloskar Oil 0.09
Cams Services 0.09
PNB Housing 0.09
ICICI AMC 0.08
Godrej Consumer 0.08
Navin Fluo.Intl. 0.08
SBI Funds Mgt. 0.08
Dynamatic Tech. 0.07
Fortis Health. 0.07
eClerx Services 0.07
Travel Food 0.07
Intellect Design 0.07
Aether Industri. 0.07
Tenneco Clean 0.07
DOMS Industries 0.07
Sudeep Pharma 0.06
Rainbow Child. 0.06
Mankind Pharma 0.06
Safari Inds. 0.06
GE Vernova T&D 0.06
SBI Life Insuran 0.05
Corona Remedies 0.05
SJS Enterprises 0.05
Tube Investments 0.05
Mastek 0.04
Indo-MIM 0.03
Divi's Lab. 0.03
Orkla India 0.03
Jyothy Labs 0.03
Kusumgar 0.03
Indiqube Spaces 0.03
Vijaya Diagnost. 0.02
Blue Star 0.02
Nippon Life Ind. 0.02
Neuland Labs. 0.02
Shilpa Medicare 0.01
Ajanta Pharma 0.01
Newgen Software 0.01
Nucleus Soft. 0.01
Chola Financial 0.01
Laxmi Dental 0.01
AWFIS Space 0.01
Shivalik Bimetal 0.00
REC Ltd 0.00
Clean Max Enviro 0.00
Eicher Motors 0.00
S A I L 0.00
Tata Motors 0.00
Tata Motors PVeh 0.00
N A B A R D 2.89
S I D B I 2.64
Power Fin.Corpn. 2.19
Bajaj Housing 2.05
I R F C 1.96
Muthoot Finance 1.55
LIC Housing Fin. 1.46
Bajaj Finance 1.42
Cholaman.Inv.&Fn 1.25
Godrej Industrie 1.21
REC Ltd 1.03
Torrent Pharma. 0.30
Reliance Industr 0.25
HDB FINANC SER 0.18
GSEC2032 6.28 1.30
GSEC2036 1.16
GSEC2031 0.50
GSEC2032 0.48
GSEC2040 6.68 0.05
GSEC2035 6.48 0.05
GSEC2031 0.02
TBILL-91D 3.45
C C I 8.82
Net CA & Others 3.87
ICICI Gold ETF 3.02
DSP Gold ETF 1.88
Canara Bank 0.06
Bank of Baroda 0.02
HDFC Bank 0.02
Vanguard S&P 500 ETF 0.39
GOLD 995 1KG BAR 0.80
GOLD 999 1KG BAR 0.09
SILVER 999 1KG BAR 6.65
Nexus Select 2.96
Embassy Off.REIT 2.25
Brookfield India 1.79
Bagmane Prime RE 0.82
Knowledge Realty 0.45
Citius Transnet 1.71
IndiGrid Trust 1.40
Altius Telecom 1.27
Cube Highways 1.07
RaajMarg Infra 0.97
Roadstar Infra 0.95
National High 0.75
Anantam Highways 0.39
Vertis Infra. 0.36
Indus Inf. Trust 0.16
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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