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 Risk	Very High Risk
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	0.79%	-0.49%
6 Month	5.12%	-1.55%
1 Year	17.12%	12.57%
3 Year	-	14.86%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	12.33%	3.98%
3 Year	-	16.87%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	20.16%	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
Fund Manage	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	56.55	48.13
Small Cap	12.24	3.11
Large Cap	27.82	36.33
Mid Cap	3.18	12.43

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	56.55	6.1
Realty	4.53	-
Petroleum Products	2.06	-
IT - Software	2.27	-
Pharmaceuticals & Biotechnology	1.86	-
Construction	1.38	2.65
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	0.96
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	-
Sovereign	-	5.46
Automobile	-	5.66
Energy	-	5.87
Technology	-	3.47
Financial	-	37.74
Metals & Mining	-	2.56
Materials	-	1.8
Services	-	2.59
Healthcare	-	3.68
Capital Goods	-	4.97
Communication	-	0.32
Consumer Staples	-	2.92
Consumer Discretionary	-	0.75
Unclassified	-	12.5