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

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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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 Risk	Very High Risk
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

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	0.97%	-1.34%
6 Month	4.87%	-5.12%
1 Year	16.92%	10.57%
3 Year	-	7.25%
5 Year	-	10.53%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	12.33%	-0.33%
3 Year	-	9.73%
5 Year	-	10.52%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	20.16%	9.35%
3 Year	-	8.92%
5 Year	-	8.93%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	10.007%
Sharp	-	0.143%
Beta	-	-
Alpha	-	-

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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