WhiteOak Capital Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Chart Comparison
| 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 | Very High | High |
| Asset Size (Cr) | ₹187 Cr | ₹102 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 12 May 2023 | 04 Aug 2020 |
| Category | Multi Asset Allocation | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Composite Bond Index (40), S&P BSE 500 TRI (40), Domestic Price of Gold (10), Domestic Price | NIFTY 50 TRI,S&P 500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index |
| Turn Over | % | 70% |
| Expense Ratio | 1.64 | 2.07 |
| Manager | Piyush Baranwal | Rakesh Shetty |
| ISIN Code | INF03VN01779 | INF247L01AJ6 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 1%, if redeemed within 15 days./365 |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.71% | 7.22% |
| 6 Month | 11.82% | 8.84% |
| 1 Year | 20.56% | 17.43% |
| 3 Year | - | 8.28% |
| 5 Year | - | - |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.54% | 4.33% |
| 3 Year | 10.93% | 14.39% |
| 5 Year | 10.93% | 16.91% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.05% | 6.7% |
| 3 Year | 12.21% | 18.28% |
| 5 Year | 12.21% | 19.99% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 4.89% |
| Sharp | - | 0.23% |
| Beta | - | 0.23% |
| Alpha | - | -0.66% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
| Fund Manage | 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 | 65.43 | 57.06 |
| Large Cap | 27.08 | 11.72 |
| Small Cap | 5.2 | 16.7 |
| Mid Cap | 2.29 | 14.49 |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 15.94 | 17.16 |
| Sovereign | 14.53 | - |
| Unclassified | 22.58 | 14.84 |
| Financial | 23.17 | 38.16 |
| Energy | 2.72 | - |
| Construction | 4.04 | 1.86 |
| Capital Goods | 2.7 | - |
| Technology | 2.04 | 4.81 |
| Consumer Staples | 2.07 | - |
| Services | 2.98 | 5.94 |
| Automobile | 1.17 | 8.01 |
| Materials | 0.68 | 1.71 |
| Communication | 0.74 | - |
| Consumer Discretionary | 0.67 | - |
| Healthcare | 2.12 | 1.18 |
| Metals & Mining | 0.88 | - |
| Chemicals | 0.36 | 3.15 |
| Insurance | 0.47 | 3.15 |
| Textiles | 0.14 | - |
Top Comparisons
SBI Multicap Fund- Regular Plan- Growth Option
3Y Returns0%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns20.58%
Kotak Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns0%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
HDFC Mid-Cap Opportunities Fund - Growth Plan
3Y Returns29.85%
SBI Magnum Midcap Fund - Regular Plan - Growth
3Y Returns24.62%
HDFC Infrastructure Fund - Growth Plan
3Y Returns38.99%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns36.94%