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

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Mirae Asset Multi Asset Allocation Fund-Reg (G)

Overview

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Fund	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹601 Cr	₹1448 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹5000
Min Addl Investment	₹500	₹1000
Launch Date	12 May 2023	10 Jan 2024
Category	Multi Asset Allocation	Multi Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Composite Bond Index (40), BSE 500 TRI (40), Domestic Price of Gold (10), Domestic Price of S	65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri
Turn Over	%	%
Expense Ratio	1.77	2.04
Manager	Piyush Baranwal	Harshad Borawake
ISIN Code	INF03VN01779	INF769K01KW3
Exits Load	Exit load of 1%, if redeemed within 1 month./365	Exit load of 1%, if redeemed within 1 year./365

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Month	2.08%	1.64%
6 Month	11.52%	12.07%
1 Year	21.34%	-
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
6 Month	-	-
1 Year	9.54%	3.82%
3 Year	10.93%	3.82%
5 Year	10.93%	3.82%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
1 Year	12.05%	5.82%
3 Year	12.21%	5.82%
5 Year	12.21%	5.82%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Standard Deviation	-	-
Sharp	-	-
Beta	-	-
Alpha	-	-

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Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Name	Piyush Baranwal	Harshad Borawake
Total AUM	₹5379 Cr	₹0 Cr
Fund Manage	9	3
	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Others	65.43	35.07
Large Cap	27.08	50.18
Mid Cap	2.29	8.25
Small Cap	5.2	6.56

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Mirae Asset Multi Asset Allocation Fund-Reg (G)
Others	15.94	19.97
Financial	23.17	27.09
Insurance	0.47	0.9
Consumer Staples	2.07	3.26
Energy	2.72	4.61
Sovereign	14.53	5.52
Materials	0.68	2.34
Technology	2.04	3.74
Construction	4.04	3.39
Services	2.98	2.85
Healthcare	2.12	2.84
Metals & Mining	0.88	1.06
Automobile	1.17	3.35
Capital Goods	2.7	2.35
Consumer Discretionary	0.67	0.6
Chemicals	0.36	0.19
Communication	0.74	1.52
Textiles	0.14	-
Unclassified	22.58	14.36
Diversified	-	0.12