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 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

Trailing Lumpsum Returns

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 - -

SIP Return Analysis

Scheme Name WhiteOak Capital Pharma and Healthcare Fund-Reg (G) Sundaram Multi Asset Allocation Fund-Reg (G)
6 Month - -
1 Year 3.82% 4.43%
3 Year 3.82% 4.43%
5 Year 3.82% 4.43%

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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