WhiteOak Capital Multi Asset Allocation Fund vs DSP Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
DSP Multi Asset Allocation Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹1289 Cr | ₹2537 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 19 May 2023 | 27 Sep 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) | NIFTY 500 TRI(40.00), MSCI World(20.00), NIFTY Composite Debt Index(20.00), Domestic Price of Gold(15.00), MCX I-COMDEX Composite Index(5.00) |
Turn Over | % | % |
Expense Ratio | 1.88 | 1.64 |
Manager | Piyush Baranwal | Jay Kothari |
ISIN Code | INF03VN01779 | INF740KA1TB5 |
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 | DSP 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) | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
1 Month | 2.85% | 3.29% |
6 Month | 2.88% | -1.23% |
1 Year | 15.62% | 14% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
6 Month | 2.42% | 1.93% |
1 Year | 11.08% | 7.85% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
1 Year | 19.74% | 22.13% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Name | Piyush Baranwal | Jay Kothari |
Total AUM | ₹5379 Cr | ₹0 Cr |
Funds Managed | 9 | 20 |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
Market Cap
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Others | 65.3 | 57.1 |
Large Cap | 27.12 | 31.36 |
Small Cap | 4.13 | 6.11 |
Mid Cap | 3.44 | 5.43 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
DSP Multi Asset Allocation Fund - Regular (G) |
---|---|---|
Others | 59.03 | 50.22 |
Basic Materials | 1.76 | 4.34 |
Energy | 3.21 | 1.25 |
Technology | 3.6 | 6.68 |
Industrials | 3.1 | 0.42 |
Financial Services | 14.56 | 16.08 |
Consumer Defensive | 1.44 | 2.49 |
Healthcare | 2.03 | 3.48 |
Consumer Cyclical | 3.93 | 8.33 |
Real Estate | 3.26 | 1.29 |
Utilities | 2.75 | 2.84 |
Communication Services | 1.34 | 2.59 |
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