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

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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Mirae Asset Multi Asset Allocation Fund-Reg (G)

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Overview

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Fund	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Investment Plan	Growth	Growth
Level of Risk	High	High
Asset Size (Cr)	₹938 Cr	₹1729 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹1000
Launch Date	19 May 2023	31 Jan 2024
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)	65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri
Turn Over	%	%
Expense Ratio	1.96	2.01
Manager	Piyush Baranwal	Harshad Borawake
ISIN Code	INF03VN01779	INF769K01KW3
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	Mirae Asset Multi Asset Allocation Fund - Regular Plan - 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)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Month	1.56%	1.33%
6 Month	6.21%	3.32%
1 Year	17.74%	-
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
6 Month	-	-
1 Year	14.74%	-
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Year	20.56%	-
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset 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)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Name	Piyush Baranwal	Harshad Borawake
Total AUM	₹5379 Cr	₹0 Cr
Fund Manage	9	3
	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Others	56.55	35.07
Small Cap	12.24	6.56
Large Cap	27.82	50.18
Mid Cap	3.18	8.25

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Others	56.55	19.97
Realty	4.53	-
Petroleum Products	2.06	-
IT - Software	2.27	-
Pharmaceuticals & Biotechnology	1.86	-
Construction	1.38	3.39
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	0.9
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	-
Technology	-	3.74
Materials	-	2.34
Chemicals	-	0.19
Financial	-	27.09
Energy	-	4.61
Consumer Staples	-	3.26
Services	-	2.85
Metals & Mining	-	1.06
Communication	-	1.52
Capital Goods	-	2.35
Consumer Discretionary	-	0.6
Automobile	-	3.35
Sovereign	-	5.52
Healthcare	-	2.84
Diversified	-	0.12
Unclassified	-	14.36