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
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 | Very High |
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 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.71% | 2.25% |
6 Month | 5.32% | -15.05% |
1 Year | 15.92% | -8.19% |
3 Year | - | 2.63% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.37% | -4.76% |
1 Year | 14.28% | -18.93% |
3 Year | - | -1.22% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 19.74% | 6.52% |
3 Year | - | 6.75% |
5 Year | - | - |
Risk Management
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 | - | - |
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Fund Managers
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 |
Funds Managed | 9 | 19 |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Others | 65.3 | 56.76 |
Large Cap | 27.12 | 6.26 |
Small Cap | 4.13 | 23.31 |
Mid Cap | 3.44 | 13.68 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
---|---|---|
Others | 59.03 | 56.76 |
Basic Materials | 1.76 | - |
Energy | 3.21 | - |
Technology | 3.6 | 10.61 |
Industrials | 3.1 | 3.74 |
Financial Services | 14.56 | 22.82 |
Consumer Defensive | 1.44 | 2.34 |
Healthcare | 2.03 | - |
Consumer Cyclical | 3.93 | 3.73 |
Real Estate | 3.26 | - |
Utilities | 2.75 | - |
Communication Services | 1.34 | - |
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