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
Overview
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) | ₹1289 Cr | ₹3487 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 19 May 2023 | 04 Mar 2020 |
Category | Multi Asset Allocation | Multi Asset Allocation |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Short-Term Bond Index(45.00), BSE 500 TRI(35.00), Domestic Price of Gold(19.00), Domestic Price of Silver(1.00) | CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index |
Turn Over | % | 16.78% |
Expense Ratio | 1.88 | 1.87 |
Manager | Piyush Baranwal | Rahul Singh |
ISIN Code | INF03VN01779 | INF277K012Z5 |
Exits Load | WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Tata Multi Asset Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Month | 2.89% | 4.83% |
6 Month | 3.15% | -5.35% |
1 Year | 15.73% | 5.67% |
3 Year | - | 11.59% |
5 Year | - | 19.78% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
6 Month | 2.42% | -1.04% |
1 Year | 11.08% | -1.21% |
3 Year | - | 12.67% |
5 Year | - | 14% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
1 Year | 19.74% | 18.05% |
3 Year | - | 15.76% |
5 Year | - | - |
Risk Management
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | - | 7.805% |
Sharp | - | 0.735% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme 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 |
Funds Managed | 9 | 9 |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 65.3 | 33.43 |
Large Cap | 27.12 | 46.74 |
Small Cap | 4.13 | 11.93 |
Mid Cap | 3.44 | 7.9 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
---|---|---|
Others | 59.03 | 32.93 |
Basic Materials | 1.76 | 5.53 |
Energy | 3.21 | 4.78 |
Technology | 3.6 | 4.28 |
Industrials | 3.1 | 9.08 |
Financial Services | 14.56 | 20.08 |
Consumer Defensive | 1.44 | 1.06 |
Healthcare | 2.03 | 6.07 |
Consumer Cyclical | 3.93 | 5.87 |
Real Estate | 3.26 | 2.37 |
Utilities | 2.75 | 3.4 |
Communication Services | 1.34 | 4.57 |
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