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 | Average |
| Asset Size (Cr) | ₹601 Cr | ₹3595 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 12 May 2023 | 08 Mar 2020 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Composite Bond Index (40), BSE 500 TRI (40), Domestic Price of Gold (10), Domestic Price of S | CRISIL Short-Term Bond Index,MSCI World,Domestic Price of Gold,BSE 500 TRI |
| Turn Over | % | 66% |
| Expense Ratio | 1.77 | 1.54 |
| Manager | Piyush Baranwal | Ashutosh Bhargava |
| ISIN Code | INF03VN01779 | INF204KB16V0 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.32% | -3.84% |
| 6 Month | 6.92% | 5.23% |
| 1 Year | 20.12% | 25.5% |
| 3 Year | - | 13.91% |
| 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 | 18.55% | 19.51% |
| 3 Year | - | 20.65% |
| 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 | 65.43 | 48.13 |
| Large Cap | 27.08 | 36.33 |
| Mid Cap | 2.29 | 12.43 |
| Small Cap | 5.2 | 3.11 |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 15.94 | 6.1 |
| Financial | 23.17 | 37.74 |
| Insurance | 0.47 | 0.96 |
| Consumer Staples | 2.07 | 2.92 |
| Energy | 2.72 | 5.87 |
| Sovereign | 14.53 | 5.46 |
| Materials | 0.68 | 1.8 |
| Technology | 2.04 | 3.47 |
| Construction | 4.04 | 2.65 |
| Services | 2.98 | 2.59 |
| Healthcare | 2.12 | 3.68 |
| Metals & Mining | 0.88 | 2.56 |
| Automobile | 1.17 | 5.66 |
| Capital Goods | 2.7 | 4.97 |
| Consumer Discretionary | 0.67 | 0.75 |
| Chemicals | 0.36 | - |
| Communication | 0.74 | 0.32 |
| Textiles | 0.14 | - |
| Unclassified | 22.58 | 12.5 |
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