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

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tortoise-icon WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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tortoise-icon 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 High
Asset Size (Cr) ₹601 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), BSE 500 TRI (40), Domestic Price of Gold (10), Domestic Price of S NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index
Turn Over % 70%
Expense Ratio 1.77 2.06
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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month 2.08% 5.49%
6 Month 11.52% 12.98%
1 Year 21.34% 16.56%
3 Year - 9.98%
5 Year - -

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year 20.54% 6.82%
3 Year - 6.89%
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation - 4.89%
Sharp - 0.34%
Beta - 0.34%
Alpha - -0.23%

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Fund Managers

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

Market Cap

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
Mid Cap 2.29 14.49
Small Cap 5.2 16.7

Sector Allocation

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Others 15.94 17.16
Financial 23.17 38.16
Insurance 0.47 3.15
Consumer Staples 2.07 -
Energy 2.72 -
Sovereign 14.53 -
Materials 0.68 1.71
Technology 2.04 4.81
Construction 4.04 1.86
Services 2.98 5.94
Healthcare 2.12 1.18
Metals & Mining 0.88 -
Automobile 1.17 8.01
Capital Goods 2.7 -
Consumer Discretionary 0.67 -
Chemicals 0.36 3.15
Communication 0.74 -
Textiles 0.14 -
Unclassified 22.58 14.84

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