HDFC Multi vs WhiteOak Capital Multi Asset Allocation Fund compare

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

HDFC Multi-Asset Fund - Growth Option

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

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	12.05%	16.12%
3 Year	12.21%	38.38%
5 Year	12.21%	52.29%

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	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