Nippon India Multi Asset Fund vs WhiteOak Capital Multi Asset Allocation Fund compare

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

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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)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹1289 Cr	₹5002 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹1000
Launch Date	19 May 2023	27 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)	CRISIL Short-Term Bond Index,MSCI World,Domestic Price of Gold,BSE 500 TRI
Turn Over	%	66%
Expense Ratio	1.88	1.49
Manager	Piyush Baranwal	Ashutosh Bhargava
ISIN Code	INF03VN01779	INF204KB16V0
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	Nippon India Multi Asset Allocation 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)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	2.85%	4.3%
6 Month	2.88%	-4.15%
1 Year	15.62%	11.04%
3 Year	-	14.78%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	2.42%	0.14%
1 Year	11.08%	2.89%
3 Year	-	17.13%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	19.74%	17.1%
3 Year	-	15.85%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	8.571%
Sharp	-	0.953%
Beta	-	-
Alpha	-	-

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Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Name	Piyush Baranwal	Ashutosh Bhargava
Total AUM	₹5379 Cr	₹121448 Cr
Funds Managed	9	12
	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	65.3	45.34
Large Cap	27.12	40.64
Small Cap	4.13	3.7
Mid Cap	3.44	10.32

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	59.03	44.52
Basic Materials	1.76	2.48
Energy	3.21	3.79
Technology	3.6	6.06
Industrials	3.1	5.32
Financial Services	14.56	17.34
Consumer Defensive	1.44	2.97
Healthcare	2.03	4.58
Consumer Cyclical	3.93	6.73
Real Estate	3.26	0.63
Utilities	2.75	3.43
Communication Services	1.34	2.15