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
Overview
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) | ₹1289 Cr | ₹5079 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 19 May 2023 | 17 Dec 2008 |
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) | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
Turn Over | % | 270% |
Expense Ratio | 1.88 | 1.77 |
Manager | Piyush Baranwal | Sunil Madhukar Patil |
ISIN Code | INF03VN01779 | INF789F01AP6 |
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 | UTI 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 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.85% | 4.41% |
6 Month | 2.88% | -5.77% |
1 Year | 15.62% | 8.6% |
3 Year | - | 16.73% |
5 Year | - | 19.1% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.42% | -1.73% |
1 Year | 11.08% | -1.26% |
3 Year | - | 18.22% |
5 Year | - | 16.39% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 19.74% | 9.35% |
3 Year | - | 8.78% |
5 Year | - | 8.16% |
Risk Management
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 8.04% |
Sharp | - | 0.96% |
Beta | - | 0.94% |
Alpha | - | 6.1% |
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Fund Managers
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 |
Funds Managed | 9 | 4 |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 65.3 | 34.85 |
Large Cap | 27.12 | 51.91 |
Small Cap | 4.13 | 0.1 |
Mid Cap | 3.44 | 13.13 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 59.03 | 34.85 |
Basic Materials | 1.76 | 4.4 |
Energy | 3.21 | 4.11 |
Technology | 3.6 | 11.08 |
Industrials | 3.1 | 5.21 |
Financial Services | 14.56 | 8.79 |
Consumer Defensive | 1.44 | 8.36 |
Healthcare | 2.03 | 5.52 |
Consumer Cyclical | 3.93 | 12.26 |
Real Estate | 3.26 | 0.8 |
Utilities | 2.75 | 0.56 |
Communication Services | 1.34 | 4.03 |
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