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

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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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 Risk	Low to Moderate Risk
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

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month	0.79%	0.74%
6 Month	5.12%	3.77%
1 Year	17.12%	7.98%
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	12.48%	7.97%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year	20.16%	7.88%
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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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	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