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) | ₹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 |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.08% | 1.95% |
| 6 Month | 11.52% | 17.75% |
| 1 Year | 21.34% | 27.09% |
| 3 Year | - | 9.75% |
| 5 Year | - | 14.67% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.54% | 10.49% |
| 3 Year | 10.93% | 18.29% |
| 5 Year | 10.93% | 36.83% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.05% | 13.78% |
| 3 Year | 12.21% | 29.16% |
| 5 Year | 12.21% | 40.64% |
| 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 | 65.43 | 30.73 |
| Large Cap | 27.08 | 47.83 |
| Small Cap | 5.2 | 10.15 |
| Mid Cap | 2.29 | 11.28 |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 15.94 | 3.2 |
| Sovereign | 14.53 | 6.32 |
| Unclassified | 22.58 | 13.65 |
| Financial | 23.17 | 18.63 |
| Energy | 2.72 | 7.06 |
| Construction | 4.04 | 4.41 |
| Capital Goods | 2.7 | 4.63 |
| Technology | 2.04 | 4.39 |
| Consumer Staples | 2.07 | 6.68 |
| Services | 2.98 | 3.75 |
| Automobile | 1.17 | 6.06 |
| Materials | 0.68 | 2.43 |
| Communication | 0.74 | 2.68 |
| Consumer Discretionary | 0.67 | 2.07 |
| Healthcare | 2.12 | 6.01 |
| Metals & Mining | 0.88 | 0.88 |
| Chemicals | 0.36 | 4.28 |
| Insurance | 0.47 | 2.86 |
| Textiles | 0.14 | - |
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