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) ₹938 Cr ₹1350 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 1.96 0.71
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 -0.87% 0.41%
6 Month 4.75% 3.77%
1 Year 17.68% 7.8%
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 14.49% 7.47%
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 20.51% 7.79%
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 56.55 59.9
Small Cap 12.24 1.35
Large Cap 27.82 29.81
Mid Cap 3.18 8.93

Sector Allocation

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 56.55 62.25
Realty 4.53 -
Petroleum Products 2.06 -
IT - Software 2.27 -
Pharmaceuticals & Biotechnology 1.86 -
Construction 1.38 -0.01
Finance 2.18 -
Consumer Durables 0.61 -
Diversified FMCG 0.23 -
Non - Ferrous Metals 0.19 -
Banks 11.77 -
Healthcare Services 0.17 -
Automobiles 1.23 -
Electrical Equipment 0.88 -
Auto Components 0.23 -
Cement & Cement Products 0.24 -
Ferrous Metals 0.18 -
Leisure Services 0.06 -
Personal Products 0.53 -
Industrial Products 0.32 -
Insurance 0.73 -
Beverages 0.2 -
Healthcare Equipment & Supplies 0.33 -
Oil 0.69 -
Power 3.79 -
IT - Services 0.53 -
Food Products 0.65 -
Aerospace & Defense 0.3 -
Chemicals & Petrochemicals 0.33 -
Capital Markets 1.85 -
Telecom - Services 0.97 -
Financial Technology (Fintech) 0.19 -
Transport Services 0.22 -
Retailing 1.2 -
Household Products 0.23 -
Commercial Services & Supplies 0.11 -
Energy - -0.05
Materials - -0.01
Healthcare - 1.3877787807814E-16
Automobile - -0.01
Technology - -1.3877787807814E-17
Financial - 22.52
Metals & Mining - 0
Consumer Staples - 0
Communication - -0.04
Services - 4.4408920985006E-16
Capital Goods - -0.04
Consumer Discretionary - -0.01
Sovereign - 15.39

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