Edelweiss Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Invest NowEdelweiss Multi Asset Allocation Fund - Reg (G)
Invest NowChart 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) | ₹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 |
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 | - | - |
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 | - | - |
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 | - | - |
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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Get Free Experts GuidanceScheme 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 | 56.55 | 59.9 |
Small Cap | 12.24 | 1.35 |
Large Cap | 27.82 | 29.81 |
Mid Cap | 3.18 | 8.93 |
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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