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) | ₹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 | 2.08% | 0.65% |
| 6 Month | 11.52% | 10.97% |
| 1 Year | 21.34% | 27.07% |
| 3 Year | - | 15.24% |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.54% | 12.22% |
| 3 Year | 10.93% | 29.21% |
| 5 Year | 10.93% | 47.63% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.05% | 18.42% |
| 3 Year | 12.21% | 41.6% |
| 5 Year | 12.21% | 51.56% |
| 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 | 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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