WhiteOak Capital Multi Asset Allocation Fund vs Nippon India Multi Asset Fund compare

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

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tortoise-icon Nippon India Multi Asset Allocation 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) Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Average
Asset Size (Cr) ₹601 Cr ₹3595 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 12 May 2023 08 Mar 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 CRISIL Short-Term Bond Index,MSCI World,Domestic Price of Gold,BSE 500 TRI
Turn Over % 66%
Expense Ratio 1.77 1.54
Manager Piyush Baranwal Ashutosh Bhargava
ISIN Code INF03VN01779 INF204KB16V0
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month 2.08% 2.48%
6 Month 11.52% 15.12%
1 Year 21.34% 34.34%
3 Year - 16.92%
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month - -
1 Year 9.54% 14.33%
3 Year 10.93% 33.61%
5 Year 10.93% 42.11%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 12.05% 16%
3 Year 12.21% 41.05%
5 Year 12.21% 45.97%

Risk Management

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation - 8.39%
Sharp - 1.16%
Beta - 0.93%
Alpha - 4.35%

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Fund Managers

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Name Piyush Baranwal Ashutosh Bhargava
Total AUM ₹5379 Cr ₹121448 Cr
Fund Manage 9 12
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 65.43 48.13
Large Cap 27.08 36.33
Mid Cap 2.29 12.43
Small Cap 5.2 3.11

Sector Allocation

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 15.94 6.1
Financial 23.17 37.74
Insurance 0.47 0.96
Consumer Staples 2.07 2.92
Energy 2.72 5.87
Sovereign 14.53 5.46
Materials 0.68 1.8
Technology 2.04 3.47
Construction 4.04 2.65
Services 2.98 2.59
Healthcare 2.12 3.68
Metals & Mining 0.88 2.56
Automobile 1.17 5.66
Capital Goods 2.7 4.97
Consumer Discretionary 0.67 0.75
Chemicals 0.36 -
Communication 0.74 0.32
Textiles 0.14 -
Unclassified 22.58 12.5

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