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

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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DSP Multi Asset Allocation Fund - Regular (G)

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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)	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 Risk	Very High Risk
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

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	DSP Multi Asset Allocation Fund - Regular (G)
1 Month	0.79%	1.39%
6 Month	5.12%	2.22%
1 Year	17.12%	14.71%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	DSP Multi Asset Allocation Fund - Regular (G)
6 Month	-	-
1 Year	12.33%	8.84%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	DSP Multi Asset Allocation Fund - Regular (G)
1 Year	20.16%	22.13%
3 Year	-	-
5 Year	-	-

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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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
Fund Manage	9	20
	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	DSP Multi Asset Allocation Fund - Regular (G)

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	DSP Multi Asset Allocation Fund - Regular (G)
Others	56.55	59.79
Small Cap	12.24	5.67
Large Cap	27.82	26.74
Mid Cap	3.18	7.8

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	DSP Multi Asset Allocation Fund - Regular (G)
Others	56.55	4.62
Realty	4.53	-
Petroleum Products	2.06	-
IT - Software	2.27	-
Pharmaceuticals & Biotechnology	1.86	-
Construction	1.38	-
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	-
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	-
Financial	-	33.25
Sovereign	-	3.34
Technology	-	8.04
Automobile	-	5.18
Healthcare	-	5.76
Metals & Mining	-	2.45
Energy	-	3.84
Consumer Staples	-	3.46
Chemicals	-	1.23
Consumer Discretionary	-	1.4
Communication	-	3.09
Materials	-	1.26
Capital Goods	-	0.65
Services	-	1.12
Unclassified	-	21.31