WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth is a below-average performer in its category with a BullWiser Honest Score of 5.6/10 — above the Hybrid Scheme - Multi Asset Allocation category median of 4.8/10 across 69 funds. Its 3-year CAGR of 15.7% outperforms the Hybrid Scheme - Multi Asset Allocation category average of 10.8% by +4.9 percentage points. Note: WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth is a Regular plan, which includes distributor commissions in its expense ratio. The Direct plan variant of this fund offers a lower TER and higher net returns for cost-conscious investors.
Fund Details
Fund Name
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟠 Below Avg
1Y Return
12.1%
3Y CAGR
15.7%
vs Category Average — Hybrid Scheme - Multi Asset Allocation
3Y CAGR
This fund+4.9% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund+0.8 vs category avg
Category: Hybrid Scheme - Multi Asset Allocation · 69 Direct-plan funds compared · 4% are High Quality
Frequently Asked Questions
What is the BullWiser Honest Score of WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth?
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth has a BullWiser Honest Score of 5.6/10 (BELOW AVERAGE).
The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth?
The Total Expense Ratio (TER) of WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth Direct Plan is --.
Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth?
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth has delivered 12.1% 1-year returns and
15.7% 3-year CAGR. For a full NAV history and comparison with category peers,
use BullWiser's MF Analyser.
Past performance is not a guarantee of future returns.
Is WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth a good investment?
BullWiser rates WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth as BELOW AVERAGE (Honest Score 5.6/10).
Always match a fund to your own risk profile and investment horizon.
Use the MF Analyser to compare it with peers in the Hybrid Scheme - Multi Asset Allocation category.
How does Direct Plan differ from Regular Plan for WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth?
The Regular plan of WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth includes a distributor commission of 0.5–1.5% per year built into the expense ratio. Switching to the Direct plan of the same fund eliminates this cost — same fund manager, same portfolio, but a lower TER that compounds significantly over time. Use BullWiser's MF Analyser to calculate your exact savings.
See Full Analysis on BullWiser
NAV chart, holdings, Direct vs Regular savings, Sharpe ratio, and personalised comparison — all free.
Open in MF Analyser →Browse Hybrid Scheme - Multi Asset Allocation Funds
⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor.
Honest Scores and verdicts are algorithmic assessments based on publicly available data.
They are not buy/sell recommendations. Please consult a financial advisor before investing.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.