Sundaram Multi Asset Allocation Fund vs WhiteOak Capital Pharma and Healthcare Fund compare

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tortoise-icon WhiteOak Capital Pharma and Healthcare Fund-Reg (G)

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tortoise-icon Sundaram Multi Asset Allocation Fund-Reg (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Pharma & Healthcare Multi Asset Allocation
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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Pharma and Healthcare Fund-Reg (G) Sundaram Multi Asset Allocation Fund-Reg (G)
1 Month -2.79% -4.34%
6 Month 25.34% 2.81%
1 Year - -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Pharma and Healthcare Fund-Reg (G) Sundaram Multi Asset Allocation Fund-Reg (G)
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Pharma and Healthcare Fund-Reg (G) Sundaram Multi Asset Allocation Fund-Reg (G)
1 Year - -
3 Year - -
5 Year - -

Risk Management

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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Fund Managers

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)

Market Cap

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

Sector Allocation

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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