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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Get Free Experts GuidanceScheme 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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