WhiteOak Capital Multi Asset Allocation Fund vs Aditya Birla Sun Life Multi Asset Allocation Fund compare

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tortoise-icon WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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tortoise-icon Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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

Trailing Lumpsum Returns

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 - -

SIP Return Analysis

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%

Rolling Lumpsum Returns

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 - -

Risk Management

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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Fund Managers

Scheme 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

Market Cap

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

Sector Allocation

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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