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
| 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) | ₹620 Cr | ₹1098 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 | 2.32 | 2.09 |
| 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 |
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Month | 6.5% | 0.52% |
| 6 Month | 13.42% | 0.44% |
| 1 Year | - | - |
| 3 Year | - | - |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | - |
| 3 Year | - | - |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Year | - | - |
| 3 Year | - | - |
| 5 Year | - | - |
| 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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| 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 |
| Fund Manage | 95 | 8 |
| WhiteOak Capital Special Opportunities Fund-Reg (G) | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 9.37 | 34.8 |
| Large Cap | 37.68 | 44.58 |
| Small Cap | 39.89 | 10.04 |
| Mid Cap | 13.06 | 10.58 |
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 9.37 | 34.8 |
| Petroleum Products | 0.92 | 2.18 |
| IT - Software | 6 | 8.79 |
| Pharmaceuticals & Biotechnology | 6.49 | 0.67 |
| Construction | 0.39 | 1.31 |
| Non - Ferrous Metals | 1.41 | - |
| Banks | 11.33 | 10.96 |
| Electrical Equipment | 3.06 | - |
| Transport Services | 0.27 | 1.13 |
| Healthcare Services | 0.94 | - |
| Realty | 3.85 | - |
| Industrial Products | 2.32 | - |
| Automobiles | 3.51 | 3.25 |
| Cement & Cement Products | 0.87 | - |
| Fertilizers & Agrochemicals | 1.2 | 1.43 |
| Consumer Durables | 2.2 | 3.98 |
| Finance | 6.46 | 5.58 |
| Insurance | 1.12 | - |
| Diversified Metals | 1.23 | - |
| Textiles & Apparels | 0.87 | - |
| Capital Markets | 7.27 | 0.51 |
| Telecom - Services | 3.03 | 0.99 |
| Financial Technology (Fintech) | 2.72 | - |
| Diversified FMCG | 1 | 6.65 |
| Chemicals & Petrochemicals | 0.72 | - |
| Retailing | 7.09 | - |
| Household Products | 1.66 | - |
| IT - Services | 3.68 | - |
| Commercial Services & Supplies | 1.34 | - |
| Power | 4.45 | 3.92 |
| Ferrous Metals | 1.1 | 1.81 |
| Auto Components | 0.74 | 0.97 |
| Industrial Manufacturing | 1.39 | - |
| Gas | - | 1.21 |
| Agricultural Food & other Products | - | 2.33 |
| Food Products | - | 2.05 |
| Oil | - | 0.36 |
| Personal Products | - | 2.18 |
| Consumable Fuels | - | 2.94 |
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