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DSP Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
DSP Multi Asset Allocation Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹1289 Cr | ₹2537 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 19 May 2023 | 27 Sep 2023 |
| 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 500 TRI(40.00), MSCI World(20.00), NIFTY Composite Debt Index(20.00), Domestic Price of Gold(15.00), MCX I-COMDEX Composite Index(5.00) |
| Turn Over | % | % |
| Expense Ratio | 1.88 | 1.64 |
| Manager | Piyush Baranwal | Jay Kothari |
| ISIN Code | INF03VN01779 | INF740KA1TB5 |
| 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 | DSP 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 Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Month | -1.34% | -1.07% |
| 6 Month | 3.87% | 1.03% |
| 1 Year | 14.43% | 12.39% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.26% | -1.01% |
| 1 Year | 8.03% | 4.64% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Year | 20.16% | 22.13% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Name | Piyush Baranwal | Jay Kothari |
| Total AUM | ₹5379 Cr | ₹0 Cr |
| Fund Manage | 9 | 20 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 65.30068 | 57.10326 |
| Large Cap | 27.12462 | 31.35907 |
| Small Cap | 4.13478 | 6.10804 |
| Mid Cap | 3.43999 | 5.42964 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 59.02886 | 50.21906 |
| Basic Materials | 1.75539 | 4.34313 |
| Energy | 3.20653 | 1.25274 |
| Technology | 3.59954 | 6.67708 |
| Industrials | 3.09645 | 0.41615 |
| Financial Services | 14.55927 | 16.08352 |
| Consumer Defensive | 1.43593 | 2.48837 |
| Healthcare | 2.03414 | 3.48027 |
| Consumer Cyclical | 3.93099 | 8.33079 |
| Real Estate | 3.25943 | 1.28517 |
| Utilities | 2.75352 | 2.83668 |
| Communication Services | 1.34002 | 2.58705 |
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