HDFC Multi 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 HDFC Multi-Asset Fund - Growth Option

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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) 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

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

Sector Allocation

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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