Axis Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
| 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) | ₹938 Cr | ₹1281 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 19 May 2023 | 23 Aug 2010 |
| 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) | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
| Turn Over | % | 64.15% |
| Expense Ratio | 1.96 | 2.07 |
| Manager | Piyush Baranwal | R Sivakumar |
| ISIN Code | INF03VN01779 | INF846K01768 |
| 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 | Axis Multi Asset Allocation Fund - 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) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.56% | 2.02% |
| 6 Month | 6.21% | 4.12% |
| 1 Year | 17.74% | 16.64% |
| 3 Year | - | 7.54% |
| 5 Year | - | 12.3% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.74% | 12.5% |
| 3 Year | - | 13.14% |
| 5 Year | - | 12.83% |
| 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% |
| 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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| 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 |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 56.55 | 36.35 |
| Small Cap | 12.24 | 12.37 |
| Large Cap | 27.82 | 40.5 |
| Mid Cap | 3.18 | 10.79 |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 56.55 | 36.35 |
| Realty | 4.53 | 2.11 |
| Petroleum Products | 2.06 | 1.13 |
| IT - Software | 2.27 | 4.92 |
| Pharmaceuticals & Biotechnology | 1.86 | 4.09 |
| Construction | 1.38 | 2.74 |
| Finance | 2.18 | 3.23 |
| Consumer Durables | 0.61 | 2.07 |
| Diversified FMCG | 0.23 | 1.11 |
| Non - Ferrous Metals | 0.19 | 1.46 |
| Banks | 11.77 | 10.21 |
| Healthcare Services | 0.17 | 1.86 |
| Automobiles | 1.23 | 3.5 |
| Electrical Equipment | 0.88 | 0.98 |
| Auto Components | 0.23 | 2.33 |
| Cement & Cement Products | 0.24 | 1.09 |
| Ferrous Metals | 0.18 | 0.7 |
| Leisure Services | 0.06 | 0.64 |
| Personal Products | 0.53 | 1.19 |
| Industrial Products | 0.32 | 1.32 |
| Insurance | 0.73 | 2.62 |
| Beverages | 0.2 | 1.87 |
| Healthcare Equipment & Supplies | 0.33 | - |
| Oil | 0.69 | 0.14 |
| Power | 3.79 | 0.52 |
| IT - Services | 0.53 | - |
| Food Products | 0.65 | - |
| Aerospace & Defense | 0.3 | 0.83 |
| Chemicals & Petrochemicals | 0.33 | 1.3 |
| Capital Markets | 1.85 | 1.14 |
| Telecom - Services | 0.97 | 1.86 |
| Financial Technology (Fintech) | 0.19 | - |
| Transport Services | 0.22 | 1.27 |
| Retailing | 1.2 | 2.01 |
| Household Products | 0.23 | 0.71 |
| Commercial Services & Supplies | 0.11 | - |
| Fertilizers & Agrochemicals | - | 2.35 |
| Industrial Manufacturing | - | 0.36 |
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