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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) ₹1289 Cr ₹1316 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 1.88 2.1
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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 1.9% 4.82%
6 Month 2.71% -5.83%
1 Year 15.93% 11.18%
3 Year - 8.19%
5 Year - 16.31%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month 2.14% -0.64%
1 Year 10.69% 0.41%
3 Year - 11.06%
5 Year - 10.75%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 19.74% 9.35%
3 Year - 8.92%
5 Year - 8.93%

Risk Management

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation - 10.251%
Sharp - 0.074%
Beta - -
Alpha - -

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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
Funds Managed 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 65.3 35.22
Large Cap 27.12 47.19
Small Cap 4.13 8.68
Mid Cap 3.44 8.9

Sector Allocation

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 59.03 34.44
Basic Materials 1.76 6.17
Energy 3.21 3.14
Technology 3.6 6.66
Industrials 3.1 6.83
Financial Services 14.56 20.2
Consumer Defensive 1.44 4.41
Healthcare 2.03 5.16
Consumer Cyclical 3.93 9.25
Real Estate 3.26 1.45
Utilities 2.75 0.7
Communication Services 1.34 1.6

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