WhiteOak Capital Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare

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

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tortoise-icon SBI Multi Asset Allocation Fund - Regular Plan - Growth

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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) 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

Scheme 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

Market Cap

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

Sector Allocation

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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