Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    WhiteOak Capital Multi Asset Allocation
  • Opening:
    3rd May 2023
  • Closing:
    10th May 2023
  • Scheme Type:
    Open Ended Multi Asset Allocation Fund
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
  • Entry Load:
  • Exit Road:
    1.00% of NAV if Units are redeemed/ switched-out within 1 month from the date of allotment.
  • Thereafter:

Fund Stats


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.

  • Benchmark:

  • BSE 500

  • Fund Manager:

  • Ramesh Mantri, Piyush Baranwal, Vineet Narang, Shariq Merchant

Asset Allocation

10 - 80% Equity
10 - 80% Money Market
Comparable existing schemes
SBI Multi Asset Allocation Fund 4.52(6M) 14.54(1Y)
Quant Multi Asset Fund -0.92(6M) 14.09(1Y)

Fund Prognosis

Idea Distiller

A debt oriented asset allocation fund meant for the fixed deposit audience. The focus is more on safety than growth.

  • Fund House AAUM:

  • Rs. 236115.9 Lakhs (as on 31st March 2023)

  • Fund Manager:

  • Combined experience of above 19 years

Scheme DNA 4 fundamentals

  • RISK

OOMP Factor

Not so much for me. If I am playing the diversification card, might as well do it with the dynamic AAF ones with an equity orientation.