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WhiteOak Capital Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare

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tortoise-icon WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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tortoise-icon UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

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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) 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 3.75% 3.76%
6 Month 6.58% 0.09%
1 Year 16.97% 10.38%
3 Year - 18.45%
5 Year - 18.13%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month 4.37% 1.09%
1 Year 14.28% 1.64%
3 Year - 18.64%
5 Year - 16.59%

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 - 0.93%
Beta - 0.93%
Alpha - 6.11%

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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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