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) | ₹938 Cr | ₹3664 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 19 May 2023 | 31 Jan 2023 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Short-Term Bond Index(45.00), BSE 500 TRI(35.00), Domestic Price of Gold(19.00), Domestic Price of Silver(1.00) | BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
| Turn Over | % | 0.0% |
| Expense Ratio | 1.96 | 1.85 |
| Manager | Piyush Baranwal | Dhaval Joshi |
| ISIN Code | INF03VN01779 | INF209KB12R6 |
| Exits Load | WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 1 Month | 1.56% | 2.13% |
| 6 Month | 6.21% | 3.06% |
| 1 Year | 17.74% | 16.51% |
| 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 | 14.74% | 14.67% |
| 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 | 56.55 | 34.84 |
| Small Cap | 12.24 | 10.76 |
| Large Cap | 27.82 | 43.67 |
| Mid Cap | 3.18 | 10.72 |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Others | 56.55 | 5.16 |
| Realty | 4.53 | - |
| Petroleum Products | 2.06 | - |
| IT - Software | 2.27 | - |
| Pharmaceuticals & Biotechnology | 1.86 | - |
| Construction | 1.38 | 4.83 |
| Finance | 2.18 | - |
| Consumer Durables | 0.61 | - |
| Diversified FMCG | 0.23 | - |
| Non - Ferrous Metals | 0.19 | - |
| Banks | 11.77 | - |
| Healthcare Services | 0.17 | - |
| Automobiles | 1.23 | - |
| Electrical Equipment | 0.88 | - |
| Auto Components | 0.23 | - |
| Cement & Cement Products | 0.24 | - |
| Ferrous Metals | 0.18 | - |
| Leisure Services | 0.06 | - |
| Personal Products | 0.53 | - |
| Industrial Products | 0.32 | - |
| Insurance | 0.73 | 1.51 |
| Beverages | 0.2 | - |
| Healthcare Equipment & Supplies | 0.33 | - |
| Oil | 0.69 | - |
| Power | 3.79 | - |
| IT - Services | 0.53 | - |
| Food Products | 0.65 | - |
| Aerospace & Defense | 0.3 | - |
| Chemicals & Petrochemicals | 0.33 | - |
| Capital Markets | 1.85 | - |
| Telecom - Services | 0.97 | - |
| Financial Technology (Fintech) | 0.19 | - |
| Transport Services | 0.22 | - |
| Retailing | 1.2 | - |
| Household Products | 0.23 | - |
| Commercial Services & Supplies | 0.11 | - |
| Consumer Staples | - | 4.42 |
| Metals & Mining | - | 2.36 |
| Automobile | - | 4.69 |
| Consumer Discretionary | - | 2.53 |
| Financial | - | 26.39 |
| Energy | - | 8.06 |
| Sovereign | - | 0.87 |
| Technology | - | 4.7 |
| Materials | - | 1.86 |
| Healthcare | - | 4.47 |
| Services | - | 4.76 |
| Capital Goods | - | 6.34 |
| Communication | - | 1.7 |
| Chemicals | - | 1.07 |
| Unclassified | - | 14.27 |
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