Nippon India Multi Asset Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
| 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) | ₹938 Cr | ₹4500 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 | 1.96 | 1.51 |
| 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 | 1.56% | 1.63% |
| 6 Month | 6.21% | 3.68% |
| 1 Year | 17.74% | 19.53% |
| 3 Year | - | 15.18% |
| 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 | 14.74% | 14.42% |
| 3 Year | - | 20.02% |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.56% | 16.7% |
| 3 Year | - | 16.07% |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.39% |
| Sharp | - | 1.16% |
| Beta | - | 0.93% |
| Alpha | - | 4.35% |
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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 |
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