Aditya Birla Sun Life Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Chart Comparison
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹601 Cr | ₹3404 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 12 May 2023 | 31 Jan 2023 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Composite Bond Index (40), BSE 500 TRI (40), Domestic Price of Gold (10), Domestic Price of S | BSE 200 (65), CRISIL Short-Term Bond Index (25), Domestic Price of Silver (5), Domestic Price of Gol |
| Turn Over | % | 0.0% |
| Expense Ratio | 1.77 | 1.86 |
| Manager | Piyush Baranwal | Dhaval Joshi |
| ISIN Code | INF03VN01779 | INF209KB12R6 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 1%, if redeemed within 365 days./365 |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 1 Month | -1.32% | -3.63% |
| 6 Month | 6.92% | 6.23% |
| 1 Year | 20.12% | 21.4% |
| 3 Year | - | - |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.55% | 17.94% |
| 3 Year | - | - |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 1 Year | 20.56% | 24.68% |
| 3 Year | - | - |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Name | Piyush Baranwal | Dhaval Joshi |
| Total AUM | ₹5379 Cr | ₹361932 Cr |
| Fund Manage | 9 | 55 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Others | 65.43 | 34.84 |
| Large Cap | 27.08 | 43.67 |
| Mid Cap | 2.29 | 10.72 |
| Small Cap | 5.2 | 10.76 |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Others | 15.94 | 5.16 |
| Financial | 23.17 | 26.39 |
| Insurance | 0.47 | 1.51 |
| Consumer Staples | 2.07 | 4.42 |
| Energy | 2.72 | 8.06 |
| Sovereign | 14.53 | 0.87 |
| Materials | 0.68 | 1.86 |
| Technology | 2.04 | 4.7 |
| Construction | 4.04 | 4.83 |
| Services | 2.98 | 4.76 |
| Healthcare | 2.12 | 4.47 |
| Metals & Mining | 0.88 | 2.36 |
| Automobile | 1.17 | 4.69 |
| Capital Goods | 2.7 | 6.34 |
| Consumer Discretionary | 0.67 | 2.53 |
| Chemicals | 0.36 | 1.07 |
| Communication | 0.74 | 1.7 |
| Textiles | 0.14 | - |
| Unclassified | 22.58 | 14.27 |
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