HDFC Multi vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Invest NowHDFC Multi-Asset Fund - Growth Option
Invest NowChart Comparison
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) | ₹601 Cr | ₹3137 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 12 May 2023 | 05 Aug 2005 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Composite Bond Index (40), BSE 500 TRI (40), Domestic Price of Gold (10), Domestic Price of S | Domestic Price of Gold,NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | % | 26.35% |
Expense Ratio | 1.77 | 1.97 |
Manager | Piyush Baranwal | Anil Bamboli |
ISIN Code | INF03VN01779 | INF179K01AP0 |
Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 12 months./365 |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
---|---|---|
1 Month | 2.08% | 1.19% |
6 Month | 11.52% | 11.9% |
1 Year | 21.34% | 24.95% |
3 Year | - | 13.59% |
5 Year | - | 16.57% |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 9.54% | 10.56% |
3 Year | 10.93% | 25.59% |
5 Year | 10.93% | 48.91% |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
---|---|---|
1 Year | 20.54% | 8.75% |
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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Get Free Experts GuidanceScheme 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 | 65.43 | 32.32 |
Large Cap | 27.08 | 56.11 |
Mid Cap | 2.29 | 4.34 |
Small Cap | 5.2 | 7.23 |
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
HDFC Multi-Asset Fund - Growth Option |
---|---|---|
Others | 15.94 | 29.64 |
Financial | 23.17 | - |
Insurance | 0.47 | 1.83 |
Consumer Staples | 2.07 | - |
Energy | 2.72 | - |
Sovereign | 14.53 | - |
Materials | 0.68 | - |
Technology | 2.04 | - |
Construction | 4.04 | 1.48 |
Services | 2.98 | - |
Healthcare | 2.12 | - |
Metals & Mining | 0.88 | - |
Automobile | 1.17 | - |
Capital Goods | 2.7 | - |
Consumer Discretionary | 0.67 | - |
Chemicals | 0.36 | - |
Communication | 0.74 | - |
Textiles | 0.14 | - |
Unclassified | 22.58 | - |
Petroleum Products | - | 2.18 |
IT - Software | - | 6.22 |
Transport Services | - | 1.48 |
Ferrous Metals | - | 0.48 |
Consumer Durables | - | 3.15 |
Diversified FMCG | - | 2.31 |
Non - Ferrous Metals | - | 0.55 |
Banks | - | 19.84 |
Realty | - | 2.55 |
Pharmaceuticals & Biotechnology | - | 4.85 |
Automobiles | - | 8.06 |
Aerospace & Defense | - | 1.61 |
Fertilizers & Agrochemicals | - | 0.91 |
Capital Markets | - | 0.22 |
Power | - | 1.9 |
Personal Products | - | 1.74 |
Agricultural Food & other Products | - | 0.41 |
Oil | - | 0.61 |
Telecom - Services | - | 2.07 |
Auto Components | - | 1.55 |
Healthcare Services | - | 0.39 |
Chemicals & Petrochemicals | - | 0.34 |
Transport Infrastructure | - | 0.44 |
Finance | - | 0.48 |
Beverages | - | 2.71 |
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