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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
Overview
| 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) | ₹1289 Cr | ₹5079 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 | 1.88 | 1.77 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.48% | -2.75% |
| 6 Month | 3.27% | -6.41% |
| 1 Year | 14.11% | 5.76% |
| 3 Year | - | 16.36% |
| 5 Year | - | 15.13% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.26% | -5.09% |
| 1 Year | 8.03% | -6.61% |
| 3 Year | - | 16.22% |
| 5 Year | - | 15.24% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.16% | 9.35% |
| 3 Year | - | 8.78% |
| 5 Year | - | 8.16% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.04% |
| Sharp | - | 0.96% |
| Beta | - | 0.94% |
| Alpha | - | 6.1% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 65.30068 | 34.85311 |
| Large Cap | 27.12462 | 51.91458 |
| Small Cap | 4.13478 | 0.0988 |
| Mid Cap | 3.43999 | 13.13357 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 59.02886 | 34.85311 |
| Basic Materials | 1.75539 | 4.404 |
| Energy | 3.20653 | 4.11132 |
| Technology | 3.59954 | 11.08381 |
| Industrials | 3.09645 | 5.2125 |
| Financial Services | 14.55927 | 8.79497 |
| Consumer Defensive | 1.43593 | 8.36332 |
| Healthcare | 2.03414 | 5.52082 |
| Consumer Cyclical | 3.93099 | 12.25938 |
| Real Estate | 3.25943 | 0.80414 |
| Utilities | 2.75352 | 0.55936 |
| Communication Services | 1.34002 | 4.03333 |
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