Tata Multi Asset Opportunities Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Invest NowTata Multi Asset Opportunities Fund-Regular Plan-Growth
Invest NowChart 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) | ₹601 Cr | ₹3051 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 12 May 2023 | 04 Mar 2020 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Composite Bond Index (40), BSE 500 TRI (40), Domestic Price of Gold (10), Domestic Price of S | CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index |
Turn Over | % | 16.78% |
Expense Ratio | 1.77 | 1.87 |
Manager | Piyush Baranwal | Rahul Singh |
ISIN Code | INF03VN01779 | INF277K012Z5 |
Exits Load | Exit load of 1%, if redeemed within 1 month./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Month | -1.32% | -3.7% |
6 Month | 6.92% | 3.56% |
1 Year | 20.12% | 20.62% |
3 Year | - | 12.25% |
5 Year | - | - |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | 18.55% | 14.47% |
3 Year | - | 16.86% |
5 Year | - | - |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Year | 20.56% | 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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Get Free Experts GuidanceScheme 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 | 65.43 | 34.12 |
Large Cap | 27.08 | 49.78 |
Mid Cap | 2.29 | 6.74 |
Small Cap | 5.2 | 9.33 |
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 15.94 | 34.23 |
Financial | 23.17 | 18.38 |
Insurance | 0.47 | 0.88 |
Consumer Staples | 2.07 | 0.91 |
Energy | 2.72 | 7.47 |
Sovereign | 14.53 | 5.06 |
Materials | 0.68 | 2.55 |
Technology | 2.04 | 3.9 |
Construction | 4.04 | 4.66 |
Services | 2.98 | 2.61 |
Healthcare | 2.12 | 4.81 |
Metals & Mining | 0.88 | 1.52 |
Automobile | 1.17 | 2.47 |
Capital Goods | 2.7 | 3.63 |
Consumer Discretionary | 0.67 | 0.71 |
Chemicals | 0.36 | 1.23 |
Communication | 0.74 | 3.65 |
Textiles | 0.14 | 0.36 |
Unclassified | 22.58 | 0.94 |
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