WhiteOak Capital Multi Asset Allocation Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Invest NowAditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Invest NowChart Comparison
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹601 Cr | ₹3404 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 12 May 2023 | 31 Jan 2023 |
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 | BSE 200 (65), CRISIL Short-Term Bond Index (25), Domestic Price of Silver (5), Domestic Price of Gol |
Turn Over | % | 0.0% |
Expense Ratio | 1.77 | 1.86 |
Manager | Piyush Baranwal | Dhaval Joshi |
ISIN Code | INF03VN01779 | INF209KB12R6 |
Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 1%, if redeemed within 365 days./365 |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
1 Month | 2.08% | 1.11% |
6 Month | 11.52% | 15.08% |
1 Year | 21.34% | 25.83% |
3 Year | - | - |
5 Year | - | - |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 9.54% | 12.36% |
3 Year | 10.93% | 17.51% |
5 Year | 10.93% | 17.51% |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
1 Year | 20.54% | 24.57% |
3 Year | - | - |
5 Year | - | - |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
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Get Free Experts GuidanceScheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Name | Piyush Baranwal | Dhaval Joshi |
Total AUM | ₹5379 Cr | ₹361932 Cr |
Fund Manage | 9 | 55 |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Others | 65.43 | 34.84 |
Large Cap | 27.08 | 43.67 |
Mid Cap | 2.29 | 10.72 |
Small Cap | 5.2 | 10.76 |
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
---|---|---|
Others | 15.94 | 5.16 |
Financial | 23.17 | 26.39 |
Insurance | 0.47 | 1.51 |
Consumer Staples | 2.07 | 4.42 |
Energy | 2.72 | 8.06 |
Sovereign | 14.53 | 0.87 |
Materials | 0.68 | 1.86 |
Technology | 2.04 | 4.7 |
Construction | 4.04 | 4.83 |
Services | 2.98 | 4.76 |
Healthcare | 2.12 | 4.47 |
Metals & Mining | 0.88 | 2.36 |
Automobile | 1.17 | 4.69 |
Capital Goods | 2.7 | 6.34 |
Consumer Discretionary | 0.67 | 2.53 |
Chemicals | 0.36 | 1.07 |
Communication | 0.74 | 1.7 |
Textiles | 0.14 | - |
Unclassified | 22.58 | 14.27 |
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