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NFO Monitor

Fund Fact

Name of Funds:

WhiteOak Capital Multi Asset Allocation

Opening:

3rd May 2023

Closing:

10th May 2023

Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth

Entry Load:

Nil

Exit Load:

1.00% of NAV if Units are redeemed/ switched-out within 1 month from the date of allotment.

Fund Stats

Objective:

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

10 - 80% Debt upto 10% Others

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

Uniqueness

Return

Risk

Operability

Oomph 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.

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