WhiteOak Capital Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

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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)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Fund	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹1289 Cr	₹96 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹500
Launch Date	19 May 2023	04 Aug 2020
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,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index
Turn Over	%	70%
Expense Ratio	1.88	2.03
Manager	Piyush Baranwal	Rakesh Shetty
ISIN Code	INF03VN01779	INF247L01AJ6
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	Motilal Oswal Multi Asset 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)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month	3.71%	3.4%
6 Month	5.32%	-17.18%
1 Year	15.92%	-9.15%
3 Year	-	2.24%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month	2.69%	-6.63%
1 Year	11.28%	-22.16%
3 Year	-	-2.54%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year	19.74%	6.52%
3 Year	-	6.75%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation	-	8.567%
Sharp	-	-0.297%
Beta	-	-
Alpha	-	-

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Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Name	Piyush Baranwal	Rakesh Shetty
Total AUM	₹5379 Cr	₹33886 Cr
Funds Managed	9	19
	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	65.3	56.76
Large Cap	27.12	6.26
Small Cap	4.13	23.31
Mid Cap	3.44	13.68

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	59.03	56.76
Basic Materials	1.76	-
Energy	3.21	-
Technology	3.6	10.61
Industrials	3.1	3.74
Financial Services	14.56	22.82
Consumer Defensive	1.44	2.34
Healthcare	2.03	-
Consumer Cyclical	3.93	3.73
Real Estate	3.26	-
Utilities	2.75	-
Communication Services	1.34	-