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Bajaj Finserv Multi Asset Allocation Fund vs WhiteOak Capital Special Opportunities Fund compare

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tortoise-icon WhiteOak Capital Special Opportunities Fund-Reg (G)

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tortoise-icon Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
Fund WhiteOak Capital Special Opportunities Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹728 Cr ₹1110 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹100
Launch Date 04 Jun 2024 06 Jun 2024
Category Other Themes Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 50 TRI (65), NIFTY Short Duration Index (25), Domestic Price of Gold (10)
Turn Over % %
Expense Ratio 2.29 2.08
Manager Nimesh Chandan
ISIN Code INF03VN01894 INF0QA701797
Exits Load WhiteOak Capital Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Bajaj Finserv Multi Asset Allocation Fund - Regular Plan - 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 Special Opportunities Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
1 Month 7.77% 5.18%
6 Month -8.84% -5.61%
1 Year - -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
6 Month -4.18% 0.26%
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
1 Year - -
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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Fund Managers

Scheme Name WhiteOak Capital Special Opportunities Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
Name Nimesh Chandan
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 95 8
WhiteOak Capital Special Opportunities Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Market Cap

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Others 15.81 33.64
Large Cap 42.15 43.6
Small Cap 32.8 9.01
Mid Cap 9.25 13.75

Sector Allocation

Scheme Name

WhiteOak Capital Special Opportunities Fund-Reg (G)

Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

Others 13.62 33.52
Energy 3.05 4.55
Basic Materials 8.8 5.32
Healthcare 4.24 2.29
Industrials 7.65 1.99
Financial Services 29.06 18.41
Consumer Cyclical 11.94 4.6
Real Estate 2.34 -
Technology 10.43 9.03
Communication Services 6.87 1.27
Utilities 2 6.93
Consumer Defensive - 12.09

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