Sundaram Multi Asset Allocation Fund vs WhiteOak Capital Pharma and Healthcare Fund compare
WhiteOak Capital Pharma and Healthcare Fund-Reg (G)
Sundaram Multi Asset Allocation Fund-Reg (G)
Chart 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 | ₹0 | ₹0 |
| 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 | 4.55% | 5.88% |
| 3 Year | 4.55% | 5.88% |
| 5 Year | 4.55% | 5.88% |
| 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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| Scheme 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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