WhiteOak Capital Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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Tata Multi Asset Opportunities 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)	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 Risk	Very High Risk
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

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Month	0.79%	-2.2%
6 Month	5.12%	-5.15%
1 Year	17.12%	5.52%
3 Year	-	11.63%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
6 Month	-	-
1 Year	12.33%	-3.46%
3 Year	-	11.45%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Year	20.16%	18.05%
3 Year	-	15.76%
5 Year	-	-

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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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
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	56.55	34.12
Small Cap	12.24	9.33
Large Cap	27.82	49.78
Mid Cap	3.18	6.74

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Others	56.55	34.23
Realty	4.53	-
Petroleum Products	2.06	-
IT - Software	2.27	-
Pharmaceuticals & Biotechnology	1.86	-
Construction	1.38	4.66
Finance	2.18	-
Consumer Durables	0.61	-
Diversified FMCG	0.23	-
Non - Ferrous Metals	0.19	-
Banks	11.77	-
Healthcare Services	0.17	-
Automobiles	1.23	-
Electrical Equipment	0.88	-
Auto Components	0.23	-
Cement & Cement Products	0.24	-
Ferrous Metals	0.18	-
Leisure Services	0.06	-
Personal Products	0.53	-
Industrial Products	0.32	-
Insurance	0.73	0.88
Beverages	0.2	-
Healthcare Equipment & Supplies	0.33	-
Oil	0.69	-
Power	3.79	-
IT - Services	0.53	-
Food Products	0.65	-
Aerospace & Defense	0.3	-
Chemicals & Petrochemicals	0.33	-
Capital Markets	1.85	-
Telecom - Services	0.97	-
Financial Technology (Fintech)	0.19	-
Transport Services	0.22	-
Retailing	1.2	-
Household Products	0.23	-
Commercial Services & Supplies	0.11	-
Materials	-	2.55
Technology	-	3.9
Financial	-	18.38
Services	-	2.61
Energy	-	7.47
Automobile	-	2.47
Consumer Discretionary	-	0.71
Healthcare	-	4.81
Consumer Staples	-	0.91
Metals & Mining	-	1.52
Sovereign	-	5.06
Communication	-	3.65
Capital Goods	-	3.63
Chemicals	-	1.23
Textiles	-	0.36
Unclassified	-	0.94