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 | Very High |
| Asset Size (Cr) | ₹938 Cr | ₹6591 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 19 May 2023 | 21 Dec 2005 |
| 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) | NIFTY 50 TRI,CRISIL 10-Year Gilt,Domestic Price of Gold |
| Turn Over | % | 252% |
| Expense Ratio | 1.96 | 1.46 |
| Manager | Piyush Baranwal | Pradeep Kesavan |
| ISIN Code | INF03VN01779 | INF200K01800 |
| 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 | SBI Multi Asset Allocation Fund - Regular Plan - 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) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.14% | 0.86% |
| 6 Month | 6.82% | 1.89% |
| 1 Year | 18.41% | 14.02% |
| 3 Year | - | 14.05% |
| 5 Year | - | 14.11% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.74% | 8.29% |
| 3 Year | - | 16.55% |
| 5 Year | - | 15.16% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 20.56% | 8.63% |
| 3 Year | - | 8.54% |
| 5 Year | - | 9.26% |
| 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 | 56.55 | 60.91 |
| Small Cap | 12.24 | 14.53 |
| Large Cap | 27.82 | 14.35 |
| Mid Cap | 3.18 | 10.21 |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 56.55 | 60.91 |
| Realty | 4.53 | 2.67 |
| Petroleum Products | 2.06 | 0.85 |
| IT - Software | 2.27 | 3.64 |
| Pharmaceuticals & Biotechnology | 1.86 | 0.76 |
| Construction | 1.38 | 1.59 |
| Finance | 2.18 | 0.96 |
| Consumer Durables | 0.61 | 2.37 |
| Diversified FMCG | 0.23 | - |
| Non - Ferrous Metals | 0.19 | - |
| Banks | 11.77 | 7.02 |
| Healthcare Services | 0.17 | - |
| Automobiles | 1.23 | - |
| Electrical Equipment | 0.88 | - |
| Auto Components | 0.23 | 1.39 |
| Cement & Cement Products | 0.24 | 1.02 |
| Ferrous Metals | 0.18 | 0.99 |
| Leisure Services | 0.06 | 1.39 |
| Personal Products | 0.53 | 1.07 |
| Industrial Products | 0.32 | - |
| Insurance | 0.73 | 1.84 |
| Beverages | 0.2 | 0.39 |
| Healthcare Equipment & Supplies | 0.33 | - |
| Oil | 0.69 | 1.01 |
| Power | 3.79 | 0.86 |
| IT - Services | 0.53 | 1.09 |
| Food Products | 0.65 | 0.61 |
| Aerospace & Defense | 0.3 | - |
| Chemicals & Petrochemicals | 0.33 | - |
| Capital Markets | 1.85 | 1.31 |
| Telecom - Services | 0.97 | 0.39 |
| Financial Technology (Fintech) | 0.19 | - |
| Transport Services | 0.22 | 1.58 |
| Retailing | 1.2 | 1.46 |
| Household Products | 0.23 | - |
| Commercial Services & Supplies | 0.11 | - |
| Transport Infrastructure | - | 0.49 |
| Gas | - | 1.32 |
| Entertainment | - | 0.18 |
| Fertilizers & Agrochemicals | - | 0.26 |
| Textiles & Apparels | - | 0.58 |
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