Sundaram Multi Asset Allocation Fund vs WhiteOak Capital Pharma and Healthcare Fund compare
WhiteOak Capital Pharma and Healthcare Fund-Reg (G)
Invest NowSundaram Multi Asset Allocation Fund-Reg (G)
Invest NowChart Comparison
Scheme Name | WhiteOak Capital Pharma and Healthcare Fund-Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Fund | WhiteOak Capital Pharma and Healthcare Fund-Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹111 Cr | ₹2182 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 06 Feb 2024 | 25 Jan 2024 |
Category | Best SIP | Best SIP |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Healthcare | NIFTY 500 TRI (65), Domestic Price of Gold (25), NIFTY Short Duration Index (10) |
Turn Over | % | % |
Expense Ratio | 2.37 | 1.89 |
Manager | Ramesh Mantri | Rohit Seksaria |
ISIN Code | INF03VN01878 | INF903JA1LH5 |
Exits Load | Exit load of 1%, if redeemed within 1 months./365 | Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 365 days./365 |
Scheme Name | WhiteOak Capital Pharma and Healthcare Fund-Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
---|---|---|
1 Month | 9.42% | 1.34% |
6 Month | 22.13% | 13.56% |
1 Year | - | - |
3 Year | - | - |
5 Year | - | - |
Scheme Name | WhiteOak Capital Pharma and Healthcare Fund-Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
---|---|---|
6 Month | - | - |
1 Year | 3.82% | 4.43% |
3 Year | 3.82% | 4.43% |
5 Year | 3.82% | 4.43% |
Scheme Name | WhiteOak Capital Pharma and Healthcare Fund-Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
---|---|---|
1 Year | - | - |
3 Year | - | - |
5 Year | - | - |
Scheme Name | WhiteOak Capital Pharma and Healthcare Fund-Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
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Get Free Experts GuidanceScheme Name | WhiteOak Capital Pharma and Healthcare Fund-Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Name | Ramesh Mantri | Rohit Seksaria |
Total AUM | ₹0 Cr | ₹0 Cr |
Fund Manage | 10 | 15 |
WhiteOak Capital Pharma and Healthcare Fund-Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
Scheme Name |
WhiteOak Capital Pharma and Healthcare Fund-Reg (G) |
Sundaram Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Others | 8.53 | 36.37 |
Small Cap | 37.54 | 3.2 |
Mid Cap | 21.55 | 4.3 |
Large Cap | 32.35 | 56.11 |
Scheme Name |
WhiteOak Capital Pharma and Healthcare Fund-Reg (G) |
Sundaram Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Healthcare | 98.12 | 1.79 |
Others | -0.82 | 16.6 |
Financial | 1.64 | 18.74 |
Chemicals | 1.03 | 0.55 |
Metals & Mining | - | 2.07 |
Technology | - | 6.21 |
Services | - | 0.9 |
Communication | - | 2.91 |
Capital Goods | - | 0.46 |
Automobile | - | 3.14 |
Energy | - | 5.93 |
Construction | - | 2.17 |
Sovereign | - | 10.18 |
Materials | - | 1.6 |
Consumer Staples | - | 2.43 |
Consumer Discretionary | - | 1.51 |
Unclassified | - | 22.79 |
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