WhiteOak Capital Multi Asset Allocation Fund vs Axis Multi Asset Allocation Fund compare

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

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Overview

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹938 Cr	₹1281 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	19 May 2023	23 Aug 2010
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)	NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI
Turn Over	%	64.15%
Expense Ratio	1.96	2.07
Manager	Piyush Baranwal	R Sivakumar
ISIN Code	INF03VN01779	INF846K01768
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	Axis Multi Asset Allocation Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	1.07%	1.03%
6 Month	5.8%	4.07%
1 Year	18.19%	17.95%
3 Year	-	8.37%
5 Year	-	12.2%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	14.74%	12.5%
3 Year	-	13.14%
5 Year	-	12.83%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	20.56%	9.17%
3 Year	-	9.02%
5 Year	-	8.86%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	9.95%
Sharp	-	0.43%
Beta	-	1.12%
Alpha	-	-2.29%

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Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Name	Piyush Baranwal	R Sivakumar
Total AUM	₹5379 Cr	₹9709 Cr
Fund Manage	9	10
	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	56.55	36.35
Small Cap	12.24	12.37
Large Cap	27.82	40.5
Mid Cap	3.18	10.79

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	56.55	36.35
Realty	4.53	2.11
Petroleum Products	2.06	1.13
IT - Software	2.27	4.92
Pharmaceuticals & Biotechnology	1.86	4.09
Construction	1.38	2.74
Finance	2.18	3.23
Consumer Durables	0.61	2.07
Diversified FMCG	0.23	1.11
Non - Ferrous Metals	0.19	1.46
Banks	11.77	10.21
Healthcare Services	0.17	1.86
Automobiles	1.23	3.5
Electrical Equipment	0.88	0.98
Auto Components	0.23	2.33
Cement & Cement Products	0.24	1.09
Ferrous Metals	0.18	0.7
Leisure Services	0.06	0.64
Personal Products	0.53	1.19
Industrial Products	0.32	1.32
Insurance	0.73	2.62
Beverages	0.2	1.87
Healthcare Equipment & Supplies	0.33	-
Oil	0.69	0.14
Power	3.79	0.52
IT - Services	0.53	-
Food Products	0.65	-
Aerospace & Defense	0.3	0.83
Chemicals & Petrochemicals	0.33	1.3
Capital Markets	1.85	1.14
Telecom - Services	0.97	1.86
Financial Technology (Fintech)	0.19	-
Transport Services	0.22	1.27
Retailing	1.2	2.01
Household Products	0.23	0.71
Commercial Services & Supplies	0.11	-
Fertilizers & Agrochemicals	-	2.35
Industrial Manufacturing	-	0.36