NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

WhiteOak Capital Multi Asset Allocation Fund Growth for NRI [12.71]

Min Investment

₹500

Fund Size

₹937.84 Cr

Expense Ratio

2.0%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

₹12.71

0.14%

NAV as on 18 Nov 24, 12:00 AM

high risk

multi asset allocation

hybrid (c)

NAV as on 18 Nov 24, 12:00 AM

high risk

multi asset allocation

hybrid (c)

19.75%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

0.00%p.a.

Since Inception

About WhiteOak Capital Multi Asset Allocation Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the WhiteOak Capital Multi Asset Allocation Fund Growth scheme from WhiteOak Capital Asset Management Limited. It is a Multi Asset Allocation mutual fund scheme that predominantly invests in Multi Asset Allocation stocks of companies. Launched on May 2023, WhiteOak Capital Multi Asset Allocation Fund Growth is Multi Asset Allocation fund of its category with 937.84 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Multi Asset Allocation funds.

  • WhiteOak Capital Multi Asset Allocation Fund Growth delivered 19.8% annual returns during the last year. It has delivered 0.0% average annual returns since the fund was launched.
  • WhiteOak Capital Multi Asset Allocation Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in hybrid (c)

Fund 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. However, there is no assurance that the investment objective of the Scheme will be realized.

Top 10 Holdings

7.1% Govt Stock 2034

6.77%

HDFC Bank Ltd

4.96%

Nexus Select Trust Reits

4.43%

DSP Gold ETF

4.40%

7.23% Govt Stock 2039

3.39%

ICICI Pru Gold ETF

3.15%

India Grid Trust Units Series - IV

3.07%

Small Industries Development Bank Of India

2.98%

Future on HDFC Bank Ltd

2.74%

State Bank of India

2.54%

Fund Managers

  1. Piyush Baranwal (May 2023 - Present)
  2. Ramesh Mantri (May 2023 - Present)
  3. Dheeresh Pathak (Apr 2024 - Present)
  4. Naitik Shah (Apr 2024 - Present)

Key Information

View Scheme Document

WhiteOak Capital Multi Asset Allocation Fund Growth SIP Calculator

If invested

₹5,000

per month

For a period of

Investment of ₹0 could have been

₹0(+0.0%)

₹0 (+0.0%)

This Fund

₹0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on WhiteOak Capital Multi Asset Allocation Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in WhiteOak Capital Multi Asset Allocation Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in WhiteOak Capital Multi Asset Allocation Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

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