Bajaj Finserv Multi Asset Allocation Fund vs WhiteOak Capital Special Opportunities Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
Chart Comparison
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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