UTI Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart 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) | ₹938 Cr | ₹4415 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 19 May 2023 | 17 Dec 2008 |
| 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) | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
| Turn Over | % | 270% |
| Expense Ratio | 1.96 | 1.78 |
| Manager | Piyush Baranwal | Sunil Madhukar Patil |
| ISIN Code | INF03VN01779 | INF789F01AP6 |
| 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 | UTI 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 |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.56% | 1.75% |
| 6 Month | 6.21% | 3.58% |
| 1 Year | 17.74% | 22.08% |
| 3 Year | - | 17.88% |
| 5 Year | - | 15.44% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.74% | 12.63% |
| 3 Year | - | 22.38% |
| 5 Year | - | 18.78% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.56% | 9.18% |
| 3 Year | - | 8.65% |
| 5 Year | - | 8.12% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.04% |
| Sharp | - | 1.22% |
| Beta | - | 0.92% |
| Alpha | - | 6.88% |
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| Scheme 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 | 56.55 | 32.49 |
| Small Cap | 12.24 | 0 |
| Large Cap | 27.82 | 38.2 |
| Mid Cap | 3.18 | 11.68 |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 56.55 | 32.49 |
| Realty | 4.53 | 0.41 |
| Petroleum Products | 2.06 | 2.25 |
| IT - Software | 2.27 | 7.84 |
| Pharmaceuticals & Biotechnology | 1.86 | 3.82 |
| Construction | 1.38 | -0.01 |
| Finance | 2.18 | 0.99 |
| Consumer Durables | 0.61 | 4.46 |
| Diversified FMCG | 0.23 | 3.07 |
| Non - Ferrous Metals | 0.19 | 0 |
| Banks | 11.77 | 3.04 |
| Healthcare Services | 0.17 | 0.43 |
| Automobiles | 1.23 | 4.9 |
| Electrical Equipment | 0.88 | 0.8 |
| Auto Components | 0.23 | 1.14 |
| Cement & Cement Products | 0.24 | 0.77 |
| Ferrous Metals | 0.18 | - |
| Leisure Services | 0.06 | 0.41 |
| Personal Products | 0.53 | 1.57 |
| Industrial Products | 0.32 | 0.49 |
| Insurance | 0.73 | 1.01 |
| Beverages | 0.2 | 0.51 |
| Healthcare Equipment & Supplies | 0.33 | - |
| Oil | 0.69 | 0.38 |
| Power | 3.79 | 0.23 |
| IT - Services | 0.53 | - |
| Food Products | 0.65 | 1.22 |
| Aerospace & Defense | 0.3 | -0.01 |
| Chemicals & Petrochemicals | 0.33 | 0.44 |
| Capital Markets | 1.85 | 0 |
| Telecom - Services | 0.97 | 2.22 |
| Financial Technology (Fintech) | 0.19 | - |
| Transport Services | 0.22 | 0.62 |
| Retailing | 1.2 | 4.17 |
| Household Products | 0.23 | - |
| Commercial Services & Supplies | 0.11 | - |
| Gas | - | 0.27 |
| Fertilizers & Agrochemicals | - | 0.39 |
| Agricultural Food & other Products | - | 0.42 |
| Diversified Metals | - | 1.25 |
| Consumable Fuels | - | -0.01 |
| Textiles & Apparels | - | 0.39 |
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