Tata Multi Asset Opportunities Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Chart Comparison
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹938 Cr | ₹3410 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 19 May 2023 | 04 Mar 2020 |
| 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) | CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index |
| Turn Over | % | 16.78% |
| Expense Ratio | 1.96 | 1.88 |
| Manager | Piyush Baranwal | Rahul Singh |
| ISIN Code | INF03VN01779 | INF277K012Z5 |
| 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 | Tata Multi Asset Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.46% | -0.56% |
| 6 Month | 6.49% | 0.65% |
| 1 Year | 17.9% | 14.3% |
| 3 Year | - | 13.25% |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 15.78% | 8.54% |
| 3 Year | - | 15.9% |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 20.51% | 18.3% |
| 3 Year | - | 15.91% |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 7.24% |
| Sharp | - | 1.16% |
| Beta | - | 0.81% |
| Alpha | - | 3.85% |
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| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Name | Piyush Baranwal | Rahul Singh |
| Total AUM | ₹5379 Cr | ₹19760 Cr |
| Fund Manage | 9 | 9 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 56.55 | 34.12 |
| Small Cap | 12.24 | 9.33 |
| Large Cap | 27.82 | 49.78 |
| Mid Cap | 3.18 | 6.74 |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 56.55 | 34.23 |
| Realty | 4.53 | - |
| Petroleum Products | 2.06 | - |
| IT - Software | 2.27 | - |
| Pharmaceuticals & Biotechnology | 1.86 | - |
| Construction | 1.38 | 4.66 |
| Finance | 2.18 | - |
| Consumer Durables | 0.61 | - |
| Diversified FMCG | 0.23 | - |
| Non - Ferrous Metals | 0.19 | - |
| Banks | 11.77 | - |
| Healthcare Services | 0.17 | - |
| Automobiles | 1.23 | - |
| Electrical Equipment | 0.88 | - |
| Auto Components | 0.23 | - |
| Cement & Cement Products | 0.24 | - |
| Ferrous Metals | 0.18 | - |
| Leisure Services | 0.06 | - |
| Personal Products | 0.53 | - |
| Industrial Products | 0.32 | - |
| Insurance | 0.73 | 0.88 |
| Beverages | 0.2 | - |
| Healthcare Equipment & Supplies | 0.33 | - |
| Oil | 0.69 | - |
| Power | 3.79 | - |
| IT - Services | 0.53 | - |
| Food Products | 0.65 | - |
| Aerospace & Defense | 0.3 | - |
| Chemicals & Petrochemicals | 0.33 | - |
| Capital Markets | 1.85 | - |
| Telecom - Services | 0.97 | - |
| Financial Technology (Fintech) | 0.19 | - |
| Transport Services | 0.22 | - |
| Retailing | 1.2 | - |
| Household Products | 0.23 | - |
| Commercial Services & Supplies | 0.11 | - |
| Materials | - | 2.55 |
| Technology | - | 3.9 |
| Financial | - | 18.38 |
| Services | - | 2.61 |
| Energy | - | 7.47 |
| Automobile | - | 2.47 |
| Consumer Discretionary | - | 0.71 |
| Healthcare | - | 4.81 |
| Consumer Staples | - | 0.91 |
| Metals & Mining | - | 1.52 |
| Sovereign | - | 5.06 |
| Communication | - | 3.65 |
| Capital Goods | - | 3.63 |
| Chemicals | - | 1.23 |
| Textiles | - | 0.36 |
| Unclassified | - | 0.94 |
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