Motilal Oswal Multi Asset Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | High |
| Asset Size (Cr) | ₹601 Cr | ₹102 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 12 May 2023 | 04 Aug 2020 |
| 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 | NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index |
| Turn Over | % | 70% |
| Expense Ratio | 1.77 | 2.06 |
| Manager | Piyush Baranwal | Rakesh Shetty |
| ISIN Code | INF03VN01779 | INF247L01AJ6 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 1%, if redeemed within 15 days./365 |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.08% | 5.49% |
| 6 Month | 11.52% | 12.98% |
| 1 Year | 21.34% | 16.56% |
| 3 Year | - | 9.98% |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.54% | 4.33% |
| 3 Year | 10.93% | 14.39% |
| 5 Year | 10.93% | 16.91% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.05% | 6.7% |
| 3 Year | 12.21% | 18.28% |
| 5 Year | 12.21% | 19.99% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 4.89% |
| Sharp | - | 0.34% |
| Beta | - | 0.34% |
| Alpha | - | -0.23% |
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| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Rakesh Shetty |
| Total AUM | ₹5379 Cr | ₹33886 Cr |
| Fund Manage | 9 | 19 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 65.43 | 57.06 |
| Large Cap | 27.08 | 11.72 |
| Mid Cap | 2.29 | 14.49 |
| Small Cap | 5.2 | 16.7 |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 15.94 | 17.16 |
| Financial | 23.17 | 38.16 |
| Insurance | 0.47 | 3.15 |
| Consumer Staples | 2.07 | - |
| Energy | 2.72 | - |
| Sovereign | 14.53 | - |
| Materials | 0.68 | 1.71 |
| Technology | 2.04 | 4.81 |
| Construction | 4.04 | 1.86 |
| Services | 2.98 | 5.94 |
| Healthcare | 2.12 | 1.18 |
| Metals & Mining | 0.88 | - |
| Automobile | 1.17 | 8.01 |
| Capital Goods | 2.7 | - |
| Consumer Discretionary | 0.67 | - |
| Chemicals | 0.36 | 3.15 |
| Communication | 0.74 | - |
| Textiles | 0.14 | - |
| Unclassified | 22.58 | 14.84 |
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