UTI Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Invest NowUTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Invest NowChart Comparison
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹601 Cr | ₹2418 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 12 May 2023 | 19 Nov 2008 |
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 Composite Bond TRI,Domestic Price of Gold,BSE 200 TRI |
Turn Over | % | 270% |
Expense Ratio | 1.77 | 1.97 |
Manager | Piyush Baranwal | Sunil Madhukar Patil |
ISIN Code | INF03VN01779 | INF789F01AP6 |
Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365 |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.08% | 2.91% |
6 Month | 11.52% | 16.77% |
1 Year | 21.34% | 38.93% |
3 Year | - | 18.53% |
5 Year | - | 17.33% |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 9.54% | 16.89% |
3 Year | 10.93% | 40.71% |
5 Year | 10.93% | 60.42% |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.05% | 16.35% |
3 Year | 12.21% | 44.01% |
5 Year | 12.21% | 63.69% |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 8.04% |
Sharp | - | 1.35% |
Beta | - | 0.89% |
Alpha | - | 7.16% |
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Get Free Experts GuidanceScheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Name | Piyush Baranwal | Sunil Madhukar Patil |
Total AUM | ₹5379 Cr | ₹6910 Cr |
Fund Manage | 9 | 4 |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 65.43 | 34.26 |
Large Cap | 27.08 | 50.46 |
Mid Cap | 2.29 | 13.9 |
Small Cap | 5.2 | 1.38 |
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 15.94 | 21.56 |
Financial | 23.17 | 6.06 |
Insurance | 0.47 | 0.87 |
Consumer Staples | 2.07 | 3.46 |
Energy | 2.72 | 6.55 |
Sovereign | 14.53 | 17.97 |
Materials | 0.68 | 1.86 |
Technology | 2.04 | 3.26 |
Construction | 4.04 | 3.66 |
Services | 2.98 | 4.41 |
Healthcare | 2.12 | 4.4 |
Metals & Mining | 0.88 | - |
Automobile | 1.17 | 4.93 |
Capital Goods | 2.7 | 4.5 |
Consumer Discretionary | 0.67 | 1.5 |
Chemicals | 0.36 | 1.18 |
Communication | 0.74 | 2.64 |
Textiles | 0.14 | - |
Unclassified | 22.58 | 11.19 |
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