Axis Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare

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tortoise-icon WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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tortoise-icon Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹601 Cr ₹1246 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 12 May 2023 01 Aug 2010
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 NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI
Turn Over % 64.15%
Expense Ratio 1.77 2.1
Manager Piyush Baranwal R Sivakumar
ISIN Code INF03VN01779 INF846K01768
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month -1.32% -3.66%
6 Month 6.92% 6.74%
1 Year 20.12% 21.76%
3 Year - 6.09%
5 Year - 12.29%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month - -
1 Year 18.55% 17.61%
3 Year - 13.6%
5 Year - 13.19%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 20.56% 9.17%
3 Year - 9.02%
5 Year - 8.86%

Risk Management

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation - 9.95%
Sharp - 0.43%
Beta - 1.12%
Alpha - -2.29%

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Fund Managers

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Name Piyush Baranwal R Sivakumar
Total AUM ₹5379 Cr ₹9709 Cr
Fund Manage 9 10
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 65.43 30.73
Large Cap 27.08 47.83
Mid Cap 2.29 11.28
Small Cap 5.2 10.15

Sector Allocation

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 15.94 3.2
Financial 23.17 18.63
Insurance 0.47 2.86
Consumer Staples 2.07 6.68
Energy 2.72 7.06
Sovereign 14.53 6.32
Materials 0.68 2.43
Technology 2.04 4.39
Construction 4.04 4.41
Services 2.98 3.75
Healthcare 2.12 6.01
Metals & Mining 0.88 0.88
Automobile 1.17 6.06
Capital Goods 2.7 4.63
Consumer Discretionary 0.67 2.07
Chemicals 0.36 4.28
Communication 0.74 2.68
Textiles 0.14 -
Unclassified 22.58 13.65

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