Motilal Oswal Multi Asset Fund vs WhiteOak Capital Multi Asset Allocation Fund compare

Link copied to clipboard!

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Invest Now

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Invest Now

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)	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 Risk	Very High Risk
Asset Size (Cr)	₹1289 Cr	₹96 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹500
Launch Date	19 May 2023	04 Aug 2020
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)	NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index
Turn Over	%	70%
Expense Ratio	1.88	2.03
Manager	Piyush Baranwal	Rakesh Shetty
ISIN Code	INF03VN01779	INF247L01AJ6
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	Motilal Oswal Multi Asset Fund - 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)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month	0.79%	-5.48%
6 Month	5.12%	-17.28%
1 Year	17.12%	-8.38%
3 Year	-	2.56%
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	12.33%	-20.66%
3 Year	-	-1.04%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year	20.16%	6.52%
3 Year	-	6.75%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation	-	8.567%
Sharp	-	-0.297%
Beta	-	-
Alpha	-	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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	56.55	57.06
Small Cap	12.24	16.7
Large Cap	27.82	11.72
Mid Cap	3.18	14.49

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	56.55	17.16
Realty	4.53	-
Petroleum Products	2.06	-
IT - Software	2.27	-
Pharmaceuticals & Biotechnology	1.86	-
Construction	1.38	1.86
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	3.15
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	-	4.81
Financial	-	38.16
Healthcare	-	1.18
Services	-	5.94
Chemicals	-	3.15
Automobile	-	8.01
Materials	-	1.71
Unclassified	-	14.84