SBI Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | High |
| Asset Size (Cr) | ₹601 Cr | ₹5302 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 12 May 2023 | 21 Dec 2005 |
| 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 | NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold |
| Turn Over | % | 252% |
| Expense Ratio | 1.77 | 1.49 |
| Manager | Piyush Baranwal | Pradeep Kesavan |
| ISIN Code | INF03VN01779 | INF200K01800 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | 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) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.08% | 0.87% |
| 6 Month | 11.52% | 12.64% |
| 1 Year | 21.34% | 26.82% |
| 3 Year | - | 15.6% |
| 5 Year | - | 15.04% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.54% | 12.3% |
| 3 Year | 10.93% | 31.24% |
| 5 Year | 10.93% | 50.02% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 12.05% | 14.44% |
| 3 Year | 12.21% | 37.74% |
| 5 Year | 12.21% | 52.8% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 6.81% |
| Sharp | - | 1.21% |
| Beta | - | 0.63% |
| Alpha | - | 4.59% |
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| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Name | Piyush Baranwal | Pradeep Kesavan |
| Total AUM | ₹5379 Cr | ₹434274 Cr |
| Fund Manage | 9 | 43 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 65.43 | 62.93 |
| Large Cap | 27.08 | 15.06 |
| Mid Cap | 2.29 | 8.5 |
| Small Cap | 5.2 | 13.51 |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 15.94 | 13.75 |
| Financial | 23.17 | 22.7 |
| Insurance | 0.47 | 2.14 |
| Consumer Staples | 2.07 | 3.59 |
| Energy | 2.72 | 4.03 |
| Sovereign | 14.53 | 8.41 |
| Materials | 0.68 | 1.41 |
| Technology | 2.04 | 2.82 |
| Construction | 4.04 | 7.15 |
| Services | 2.98 | 5.92 |
| Healthcare | 2.12 | 2.6 |
| Metals & Mining | 0.88 | 3.08 |
| Automobile | 1.17 | - |
| Capital Goods | 2.7 | 1.5 |
| Consumer Discretionary | 0.67 | 1.63 |
| Chemicals | 0.36 | 0.26 |
| Communication | 0.74 | 2.76 |
| Textiles | 0.14 | - |
| Unclassified | 22.58 | 16.25 |
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