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
Overview
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) | ₹1289 Cr | ₹7141 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 | 1.88 | 1.44 |
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 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Month | 1.9% | 3.35% |
6 Month | 2.71% | -3.22% |
1 Year | 15.93% | 10.47% |
3 Year | - | 13.92% |
5 Year | - | 16.5% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.14% | -0.44% |
1 Year | 10.69% | 0.6% |
3 Year | - | 14.17% |
5 Year | - | 13.65% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Year | 19.74% | 8.69% |
3 Year | - | 8.58% |
5 Year | - | 9.29% |
Risk Management
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 7.531% |
Sharp | - | 0.827% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
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 |
Funds Managed | 9 | 43 |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 65.3 | 66.25 |
Large Cap | 27.12 | 18.14 |
Small Cap | 4.13 | 12.18 |
Mid Cap | 3.44 | 3.43 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 59.03 | 66.25 |
Basic Materials | 1.76 | 1.91 |
Energy | 3.21 | 2.19 |
Technology | 3.6 | 6.28 |
Industrials | 3.1 | 2.53 |
Financial Services | 14.56 | 9.69 |
Consumer Defensive | 1.44 | 2.57 |
Healthcare | 2.03 | 0.9 |
Consumer Cyclical | 3.93 | 4.98 |
Real Estate | 3.26 | 0.71 |
Utilities | 2.75 | 1.5 |
Communication Services | 1.34 | 0.49 |
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