WhiteOak Capital Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹601 Cr | ₹2418 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 12 May 2023 | 19 Nov 2008 |
| 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 Composite Bond TRI,Domestic Price of Gold,BSE 200 TRI |
| Turn Over | % | 270% |
| Expense Ratio | 1.77 | 1.97 |
| Manager | Piyush Baranwal | Sunil Madhukar Patil |
| ISIN Code | INF03VN01779 | INF789F01AP6 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365 |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.08% | -3.74% |
| 6 Month | 11.52% | 7.72% |
| 1 Year | 21.34% | 36.12% |
| 3 Year | - | 17.44% |
| 5 Year | - | 15.61% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.54% | 16.89% |
| 3 Year | 10.93% | 40.71% |
| 5 Year | 10.93% | 60.42% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 20.54% | 9.16% |
| 3 Year | - | 8.65% |
| 5 Year | - | 8.11% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.04% |
| Sharp | - | 1.38% |
| Beta | - | 0.3% |
| Alpha | - | 8.68% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Sunil Madhukar Patil |
| Total AUM | ₹5379 Cr | ₹6910 Cr |
| Fund Manage | 9 | 4 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 65.43 | 34.26 |
| Large Cap | 27.08 | 50.46 |
| Mid Cap | 2.29 | 13.9 |
| Small Cap | 5.2 | 1.38 |
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 15.94 | 21.56 |
| Financial | 23.17 | 6.06 |
| Insurance | 0.47 | 0.87 |
| Consumer Staples | 2.07 | 3.46 |
| Energy | 2.72 | 6.55 |
| Sovereign | 14.53 | 17.97 |
| Materials | 0.68 | 1.86 |
| Technology | 2.04 | 3.26 |
| Construction | 4.04 | 3.66 |
| Services | 2.98 | 4.41 |
| Healthcare | 2.12 | 4.4 |
| Metals & Mining | 0.88 | - |
| Automobile | 1.17 | 4.93 |
| Capital Goods | 2.7 | 4.5 |
| Consumer Discretionary | 0.67 | 1.5 |
| Chemicals | 0.36 | 1.18 |
| Communication | 0.74 | 2.64 |
| Textiles | 0.14 | - |
| Unclassified | 22.58 | 11.19 |
Top Comparisons
Aditya Birla Sun Life Small Cap Fund - GROWTH
3Y Returns20.29%
HSBC Small Cap Fund - Regular Growth
3Y Returns30.37%
SBI Magnum Midcap Fund - Regular Plan - Growth
3Y Returns20.17%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns38.51%
ICICI Prudential Focused Equity Fund - Growth
3Y Returns20.38%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns24.14%
ICICI Prudential Silver ETF Fund of Fund - Growth
3Y Returns0%
Axis Silver Fund of Fund -Regular Plan- Growth Option
3Y Returns0%