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WhiteOak Capital Multi Asset Allocation Fund vs ICICI Prudential Multi compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
ICICI Prudential Multi-Asset Fund - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | ICICI Prudential Multi-Asset Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹1289 Cr | ₹52761 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 19 May 2023 | 31 Oct 2002 |
| 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) | London Gold,NIFTY 200 TRI,NIFTY Composite Debt TRI |
| Turn Over | % | 36% |
| Expense Ratio | 1.88 | 1.44 |
| Manager | Piyush Baranwal | Sharmila D'mello |
| ISIN Code | INF03VN01779 | INF109K01761 |
| 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 | ICICI Prudential Multi-Asset Fund - 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) | ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| 1 Month | -1.34% | -1.6% |
| 6 Month | 3.87% | -1.15% |
| 1 Year | 14.43% | 10.98% |
| 3 Year | - | 18.69% |
| 5 Year | - | 22.46% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| 6 Month | 0.26% | -0.99% |
| 1 Year | 8.8% | 2.94% |
| 3 Year | - | 17.39% |
| 5 Year | - | 20.59% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| 1 Year | 20.16% | 18.47% |
| 3 Year | - | 15.89% |
| 5 Year | - | 15.61% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| Standard Deviation | - | 7.6% |
| Sharp | - | 1.38% |
| Beta | - | 0.81% |
| Alpha | - | 7.67% |
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Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| Name | Piyush Baranwal | Sharmila D'mello |
| Total AUM | ₹5379 Cr | ₹354743 Cr |
| Fund Manage | 9 | 35 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | ICICI Prudential Multi-Asset Fund - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| Others | 65.30068 | 46.05132 |
| Large Cap | 27.12462 | 50.46309 |
| Small Cap | 4.13478 | 3.5416 |
| Mid Cap | 3.43999 | 12.19632 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| Others | 59.02886 | 45.06603 |
| Basic Materials | 1.75539 | 6.70599 |
| Energy | 3.20653 | 5.69268 |
| Technology | 3.59954 | 4.74183 |
| Industrials | 3.09645 | 4.95694 |
| Financial Services | 14.55927 | 21.10057 |
| Consumer Defensive | 1.43593 | 4.70523 |
| Healthcare | 2.03414 | 4.37986 |
| Consumer Cyclical | 3.93099 | 9.23204 |
| Real Estate | 3.25943 | 0.68915 |
| Utilities | 2.75352 | 2.90631 |
| Communication Services | 1.34002 | 2.0757 |
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