NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹13.03
-0.38%
NAV as on 17 Dec 24, 12:00 AM
high risk
multi asset allocation
hybrid (c)
NAV as on 17 Dec 24, 12:00 AM
high risk
multi asset allocation
hybrid (c)
18.34%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
18.39%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 1,053.44 Cr fund under management as on Dec 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 18.3% annual returns during the last year. It has delivered 18.4% 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
Futcom_gold_05/02/2025
9.44%
7.1% Govt Stock 2034
4.60%
DSP Gold ETF
4.46%
Nexus Select Trust Reits
3.96%
HDFC Bank Ltd
3.95%
Futcom_silverm_28/02/2025
3.77%
Silver 999 1Kg Bar
3.68%
Reliance Industries Ltd
3.16%
India Grid Trust Units Series - IV
2.76%
ICICI Pru Gold ETF
2.70%
Fund Managers
- Piyush Baranwal (May 2023 - Present)
- Ramesh Mantri (May 2023 - Present)
- Dheeresh Pathak (Apr 2024 - Present)
- Naitik Shah (Apr 2024 - Present)
Key Information
View Scheme Document
WhiteOak Capital Multi Asset Allocation Fund Growth SIP Calculator
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For a period of
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This Fund
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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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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
Similar Funds
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3Y Return
Kotak Multi Asset Allocation Fund Growth
high risk | equity
0.0%
SBI Multi Asset Allocation Fund Growth
high risk | hybrid (nc)
14.5%
UTI Multi Asset Allocation Fund Plan Growth
high risk | equity
18.4%
Frequently Asked Questions
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