Edelweiss Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare

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tortoise-icon WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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tortoise-icon Edelweiss 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 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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month 2.08% 0.55%
6 Month 11.52% 4.04%
1 Year 21.34% 8.03%
3 Year - -
5 Year - -

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year 20.54% 7.76%
3 Year - -
5 Year - -

Risk Management

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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Fund Managers

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)

Market Cap

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
Mid Cap 2.29 8.93
Small Cap 5.2 1.35

Sector Allocation

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 15.94 62.25
Financial 23.17 22.52
Insurance 0.47 -
Consumer Staples 2.07 0
Energy 2.72 -0.05
Sovereign 14.53 15.39
Materials 0.68 -0.01
Technology 2.04 -1.3877787807814E-17
Construction 4.04 -0.01
Services 2.98 4.4408920985006E-16
Healthcare 2.12 1.3877787807814E-16
Metals & Mining 0.88 0
Automobile 1.17 -0.01
Capital Goods 2.7 -0.04
Consumer Discretionary 0.67 -0.01
Chemicals 0.36 -
Communication 0.74 -0.04
Textiles 0.14 -
Unclassified 22.58 -

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