- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Retirement Corpus & Investment Amount
Child's Future Calculator Child Future Corpus & Invesment Amount
All Calculator All Financial Calculators at your Fingertips
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
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) | ₹1289 Cr | ₹1479 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 19 May 2023 | 23 Jun 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) | CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
| Turn Over | % | % |
| Expense Ratio | 1.88 | 0.72 |
| Manager | Piyush Baranwal | Dhawal Dalal |
| ISIN Code | INF03VN01779 | INF754K01RO7 |
| 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 | Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Month | 2.89% | 1.16% |
| 6 Month | 3.15% | 4.06% |
| 1 Year | 15.73% | 8.49% |
| 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 | 2.42% | 2.43% |
| 1 Year | 11.08% | 8.3% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Year | 19.74% | 7.88% |
| 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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 65.3 | 71.58 |
| Large Cap | 27.12 | 21.12 |
| Small Cap | 4.13 | 0.4 |
| Mid Cap | 3.44 | 6.91 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 59.03 | 71.04 |
| Basic Materials | 1.76 | 2.56 |
| Energy | 3.21 | 5.91 |
| Technology | 3.6 | 1.65 |
| Industrials | 3.1 | 2.08 |
| Financial Services | 14.56 | 9.73 |
| Consumer Defensive | 1.44 | 0.19 |
| Healthcare | 2.03 | 0.79 |
| Consumer Cyclical | 3.93 | 2.25 |
| Real Estate | 3.26 | 0.18 |
| Utilities | 2.75 | 0.04 |
| Communication Services | 1.34 | 3.58 |
Top Comparisons
Kotak Bluechip Fund - Growth
3Y Returns12.22%
Motilal Oswal Large Cap Fund - Regular (G)
3Y Returns0%
Kotak Flexicap Fund - Growth
3Y Returns13.51%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns14.24%
INVESCO INDIA GOLD ETF FUND OF FUND- Growth
3Y Returns19.38%
DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH
3Y Returns0%
HDFC Multi-Asset Fund - Growth Option
3Y Returns12.19%
Quant Multi Asset Fund-Growth
3Y Returns16.28%
