WhiteOak Capital Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Chart Comparison
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹601 Cr | ₹3051 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 12 May 2023 | 04 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,BSE 200 TRI,MCX I-COMDEX Composite Index |
Turn Over | % | 16.78% |
Expense Ratio | 1.77 | 1.87 |
Manager | Piyush Baranwal | Rahul Singh |
ISIN Code | INF03VN01779 | INF277K012Z5 |
Exits Load | Exit load of 1%, if redeemed within 1 month./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Month | 2.08% | 0.65% |
6 Month | 11.52% | 10.97% |
1 Year | 21.34% | 27.07% |
3 Year | - | 15.24% |
5 Year | - | - |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | 9.54% | 12.22% |
3 Year | 10.93% | 29.21% |
5 Year | 10.93% | 47.63% |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Year | 12.05% | 18.42% |
3 Year | 12.21% | 41.6% |
5 Year | 12.21% | 51.56% |
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | - | 7.24% |
Sharp | - | 1.16% |
Beta | - | 0.81% |
Alpha | - | 3.85% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Name | Piyush Baranwal | Rahul Singh |
Total AUM | ₹5379 Cr | ₹19760 Cr |
Fund Manage | 9 | 9 |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 65.43 | 34.12 |
Large Cap | 27.08 | 49.78 |
Small Cap | 5.2 | 9.33 |
Mid Cap | 2.29 | 6.74 |
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 15.94 | 34.23 |
Sovereign | 14.53 | 5.06 |
Unclassified | 22.58 | 0.94 |
Financial | 23.17 | 18.38 |
Energy | 2.72 | 7.47 |
Construction | 4.04 | 4.66 |
Capital Goods | 2.7 | 3.63 |
Technology | 2.04 | 3.9 |
Consumer Staples | 2.07 | 0.91 |
Services | 2.98 | 2.61 |
Automobile | 1.17 | 2.47 |
Materials | 0.68 | 2.55 |
Communication | 0.74 | 3.65 |
Consumer Discretionary | 0.67 | 0.71 |
Healthcare | 2.12 | 4.81 |
Metals & Mining | 0.88 | 1.52 |
Chemicals | 0.36 | 1.23 |
Insurance | 0.47 | 0.88 |
Textiles | 0.14 | 0.36 |
Top Comparisons
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns21.03%
Mirae Asset ELSS Tax Saver Fund-Regular Plan-Growth
3Y Returns18.06%
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns5.88%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.08%
SBI Multicap Fund- Regular Plan- Growth Option
3Y Returns0%
Quant Active Fund-Growth
3Y Returns23.72%
HSBC Low Duration Fund - Regular Growth
3Y Returns5.65%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns5.63%