HDFC Multi vs WhiteOak Capital Multi Asset Allocation Fund compare

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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HDFC Multi-Asset Fund - Growth Option

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Overview

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	HDFC Multi-Asset Fund - Growth Option
Fund	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	HDFC Multi-Asset Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹938 Cr	₹3760 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	19 May 2023	17 Aug 2005
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)	Domestic Price of Gold,NIFTY 50 Hybrid Composite Debt 65:35
Turn Over	%	26.35%
Expense Ratio	1.96	1.91
Manager	Piyush Baranwal	Anil Bamboli
ISIN Code	INF03VN01779	INF179K01AP0
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	HDFC Multi-Asset Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	HDFC Multi-Asset Fund - Growth Option
1 Month	1.56%	0.58%
6 Month	6.21%	2.84%
1 Year	17.74%	14.28%
3 Year	-	12%
5 Year	-	14.9%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	HDFC Multi-Asset Fund - Growth Option
6 Month	-	-
1 Year	14.74%	8.72%
3 Year	-	14.55%
5 Year	-	15.09%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	HDFC Multi-Asset Fund - Growth Option
1 Year	20.56%	8.73%
3 Year	-	10.45%
5 Year	-	9.92%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	HDFC Multi-Asset Fund - Growth Option
Standard Deviation	-	6.11%
Sharp	-	1.13%
Beta	-	0.69%
Alpha	-	3.06%

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Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	HDFC Multi-Asset Fund - Growth Option
Name	Piyush Baranwal	Anil Bamboli
Total AUM	₹5379 Cr	₹135442 Cr
Fund Manage	9	12
	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	HDFC Multi-Asset Fund - Growth Option

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	HDFC Multi-Asset Fund - Growth Option
Others	56.55	51.87
Small Cap	12.24	7.91
Large Cap	27.82	55.9
Mid Cap	3.18	4.64

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	HDFC Multi-Asset Fund - Growth Option
Others	56.55	51.87
Realty	4.53	2.35
Petroleum Products	2.06	3.77
IT - Software	2.27	4.97
Pharmaceuticals & Biotechnology	1.86	4.55
Construction	1.38	1.51
Finance	2.18	0.59
Consumer Durables	0.61	2.39
Diversified FMCG	0.23	2.5
Non - Ferrous Metals	0.19	0.59
Banks	11.77	19.93
Healthcare Services	0.17	0.41
Automobiles	1.23	8.51
Electrical Equipment	0.88	-
Auto Components	0.23	1.19
Cement & Cement Products	0.24	0.01
Ferrous Metals	0.18	0.65
Leisure Services	0.06	-
Personal Products	0.53	0.56
Industrial Products	0.32	-
Insurance	0.73	1.88
Beverages	0.2	2.67
Healthcare Equipment & Supplies	0.33	-
Oil	0.69	0.5
Power	3.79	1.65
IT - Services	0.53	-
Food Products	0.65	-
Aerospace & Defense	0.3	0.86
Chemicals & Petrochemicals	0.33	0.25
Capital Markets	1.85	0.21
Telecom - Services	0.97	2.86
Financial Technology (Fintech)	0.19	-
Transport Services	0.22	1.44
Retailing	1.2	-
Household Products	0.23	-
Commercial Services & Supplies	0.11	-
Fertilizers & Agrochemicals	-	0.85
Agricultural Food & other Products	-	0.42
Transport Infrastructure	-	0.38