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) ₹938 Cr ₹3664 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹500
Launch Date 19 May 2023 31 Jan 2023
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(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)
Turn Over % 0.0%
Expense Ratio 1.96 1.85
Manager Piyush Baranwal Dhaval Joshi
ISIN Code INF03VN01779 INF209KB12R6
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 Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 1.56% 2.13%
6 Month 6.21% 3.06%
1 Year 17.74% 16.51%
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 14.74% 14.67%
3 Year - -
5 Year - -

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 20.56% 24.68%
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 56.55 34.84
Small Cap 12.24 10.76
Large Cap 27.82 43.67
Mid Cap 3.18 10.72

Sector Allocation

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Others 56.55 5.16
Realty 4.53 -
Petroleum Products 2.06 -
IT - Software 2.27 -
Pharmaceuticals & Biotechnology 1.86 -
Construction 1.38 4.83
Finance 2.18 -
Consumer Durables 0.61 -
Diversified FMCG 0.23 -
Non - Ferrous Metals 0.19 -
Banks 11.77 -
Healthcare Services 0.17 -
Automobiles 1.23 -
Electrical Equipment 0.88 -
Auto Components 0.23 -
Cement & Cement Products 0.24 -
Ferrous Metals 0.18 -
Leisure Services 0.06 -
Personal Products 0.53 -
Industrial Products 0.32 -
Insurance 0.73 1.51
Beverages 0.2 -
Healthcare Equipment & Supplies 0.33 -
Oil 0.69 -
Power 3.79 -
IT - Services 0.53 -
Food Products 0.65 -
Aerospace & Defense 0.3 -
Chemicals & Petrochemicals 0.33 -
Capital Markets 1.85 -
Telecom - Services 0.97 -
Financial Technology (Fintech) 0.19 -
Transport Services 0.22 -
Retailing 1.2 -
Household Products 0.23 -
Commercial Services & Supplies 0.11 -
Consumer Staples - 4.42
Metals & Mining - 2.36
Automobile - 4.69
Consumer Discretionary - 2.53
Financial - 26.39
Energy - 8.06
Sovereign - 0.87
Technology - 4.7
Materials - 1.86
Healthcare - 4.47
Services - 4.76
Capital Goods - 6.34
Communication - 1.7
Chemicals - 1.07
Unclassified - 14.27

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