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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
Overview
| 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) | ₹1289 Cr | ₹3487 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 | 1.88 | 1.87 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | -1.48% | -1.89% |
| 6 Month | 3.27% | -5.96% |
| 1 Year | 14.11% | 3.32% |
| 3 Year | - | 11.57% |
| 5 Year | - | 16.05% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.26% | -5.18% |
| 1 Year | 8.03% | -7.67% |
| 3 Year | - | 10.14% |
| 5 Year | - | 12.59% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 20.16% | 18.05% |
| 3 Year | - | 15.76% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 7.805% |
| Sharp | - | 0.735% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 65.30068 | 33.43069 |
| Large Cap | 27.12462 | 46.74004 |
| Small Cap | 4.13478 | 11.92589 |
| Mid Cap | 3.43999 | 7.9034 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| Others | 59.02886 | 32.92527 |
| Basic Materials | 1.75539 | 5.5309 |
| Energy | 3.20653 | 4.78196 |
| Technology | 3.59954 | 4.27767 |
| Industrials | 3.09645 | 9.08104 |
| Financial Services | 14.55927 | 20.07503 |
| Consumer Defensive | 1.43593 | 1.06031 |
| Healthcare | 2.03414 | 6.07107 |
| Consumer Cyclical | 3.93099 | 5.86533 |
| Real Estate | 3.25943 | 2.36698 |
| Utilities | 2.75352 | 3.39577 |
| Communication Services | 1.34002 | 4.56869 |
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