WhiteOak Capital Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Invest NowSBI Multi Asset Allocation Fund - Regular Plan - Growth
Invest NowChart Comparison
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | High |
Asset Size (Cr) | ₹601 Cr | ₹5302 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 12 May 2023 | 21 Dec 2005 |
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,CRISIL 10-Year Gilt,Domestic Price of Gold |
Turn Over | % | 252% |
Expense Ratio | 1.77 | 1.49 |
Manager | Piyush Baranwal | Pradeep Kesavan |
ISIN Code | INF03VN01779 | INF200K01800 |
Exits Load | Exit load of 1%, if redeemed within 1 month./365 | For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months/365 |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.08% | 0.87% |
6 Month | 11.52% | 12.64% |
1 Year | 21.34% | 26.82% |
3 Year | - | 15.6% |
5 Year | - | 15.04% |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 9.54% | 12.3% |
3 Year | 10.93% | 31.24% |
5 Year | 10.93% | 50.02% |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
1 Year | 20.54% | 8.66% |
3 Year | - | 8.54% |
5 Year | - | 9.25% |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 6.81% |
Sharp | - | 1.21% |
Beta | - | 0.63% |
Alpha | - | 4.59% |
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Get Free Experts GuidanceScheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Name | Piyush Baranwal | Pradeep Kesavan |
Total AUM | ₹5379 Cr | ₹434274 Cr |
Fund Manage | 9 | 43 |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 65.43 | 62.93 |
Large Cap | 27.08 | 15.06 |
Mid Cap | 2.29 | 8.5 |
Small Cap | 5.2 | 13.51 |
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
---|---|---|
Others | 15.94 | 13.75 |
Financial | 23.17 | 22.7 |
Insurance | 0.47 | 2.14 |
Consumer Staples | 2.07 | 3.59 |
Energy | 2.72 | 4.03 |
Sovereign | 14.53 | 8.41 |
Materials | 0.68 | 1.41 |
Technology | 2.04 | 2.82 |
Construction | 4.04 | 7.15 |
Services | 2.98 | 5.92 |
Healthcare | 2.12 | 2.6 |
Metals & Mining | 0.88 | 3.08 |
Automobile | 1.17 | - |
Capital Goods | 2.7 | 1.5 |
Consumer Discretionary | 0.67 | 1.63 |
Chemicals | 0.36 | 0.26 |
Communication | 0.74 | 2.76 |
Textiles | 0.14 | - |
Unclassified | 22.58 | 16.25 |
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