Edelweiss Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Edelweiss Multi Asset Allocation Fund - Reg (G)
Chart Comparison
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Low to Moderate |
| Asset Size (Cr) | ₹601 Cr | ₹0 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 12 May 2023 | 23 Jun 2023 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Composite Bond Index (40), BSE 500 TRI (40), Domestic Price of Gold (10), Domestic Price of S | Nifty 5yr Benchmark G-Sec Index (50), NIFTY 500 TRI (40), Domestic Price of Gold (5), Domestic Price |
| Turn Over | % | % |
| Expense Ratio | 1.77 | 0.71 |
| Manager | Piyush Baranwal | Dhawal Dalal |
| ISIN Code | INF03VN01779 | INF754K01RO7 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 0.1%, if redeemed within 30 days./365 |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Month | 2.08% | 0.67% |
| 6 Month | 11.52% | 4.07% |
| 1 Year | 21.34% | 7.76% |
| 3 Year | - | - |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.54% | 3.47% |
| 3 Year | 10.93% | 3.75% |
| 5 Year | 10.93% | 3.75% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Year | 12.05% | 3.81% |
| 3 Year | 12.21% | 3.81% |
| 5 Year | 12.21% | 3.81% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Name | Piyush Baranwal | Dhawal Dalal |
| Total AUM | ₹5379 Cr | ₹25974 Cr |
| Fund Manage | 9 | 12 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 65.43 | 59.9 |
| Large Cap | 27.08 | 29.81 |
| Small Cap | 5.2 | 1.35 |
| Mid Cap | 2.29 | 8.93 |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 15.94 | 62.25 |
| Sovereign | 14.53 | 15.39 |
| Unclassified | 22.58 | - |
| Financial | 23.17 | 22.52 |
| Energy | 2.72 | -0.05 |
| Construction | 4.04 | -0.0099999999999999 |
| Capital Goods | 2.7 | -0.04 |
| Technology | 2.04 | 1.3877787807814E-17 |
| Consumer Staples | 2.07 | 0 |
| Services | 2.98 | 4.4408920985006E-16 |
| Automobile | 1.17 | -0.01 |
| Materials | 0.68 | -0.01 |
| Communication | 0.74 | -0.04 |
| Consumer Discretionary | 0.67 | -0.01 |
| Healthcare | 2.12 | 0 |
| Metals & Mining | 0.88 | 0 |
| Chemicals | 0.36 | - |
| Insurance | 0.47 | - |
| Textiles | 0.14 | - |
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