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% | 2.91% |
| 6 Month | 11.52% | 16.77% |
| 1 Year | 21.34% | 38.93% |
| 3 Year | - | 18.53% |
| 5 Year | - | 17.33% |
| 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 | 12.05% | 16.35% |
| 3 Year | 12.21% | 44.01% |
| 5 Year | 12.21% | 63.69% |
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.04% |
| Sharp | - | 1.35% |
| Beta | - | 0.89% |
| Alpha | - | 7.16% |
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| 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 |
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