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) ₹938 Cr ₹4415 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 1.96 1.78
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 0.93% -2.13%
6 Month 4.8% -0.54%
1 Year 17.77% 15.33%
3 Year - 16.55%
5 Year - 14.66%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month - -
1 Year 13.93% 7.07%
3 Year - 20.62%
5 Year - 17.79%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 20.51% 9.18%
3 Year - 8.65%
5 Year - 8.12%

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 - 1.14%
Beta - 0.9%
Alpha - 7.5%

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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
Fund Manage 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 56.55 32.49
Small Cap 12.24 0
Large Cap 27.82 38.2
Mid Cap 3.18 11.68

Sector Allocation

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Others 56.55 32.49
Realty 4.53 0.41
Petroleum Products 2.06 2.25
IT - Software 2.27 7.84
Pharmaceuticals & Biotechnology 1.86 3.82
Construction 1.38 -0.01
Finance 2.18 0.99
Consumer Durables 0.61 4.46
Diversified FMCG 0.23 3.07
Non - Ferrous Metals 0.19 0
Banks 11.77 3.04
Healthcare Services 0.17 0.43
Automobiles 1.23 4.9
Electrical Equipment 0.88 0.8
Auto Components 0.23 1.14
Cement & Cement Products 0.24 0.77
Ferrous Metals 0.18 -
Leisure Services 0.06 0.41
Personal Products 0.53 1.57
Industrial Products 0.32 0.49
Insurance 0.73 1.01
Beverages 0.2 0.51
Healthcare Equipment & Supplies 0.33 -
Oil 0.69 0.38
Power 3.79 0.23
IT - Services 0.53 -
Food Products 0.65 1.22
Aerospace & Defense 0.3 -0.01
Chemicals & Petrochemicals 0.33 0.44
Capital Markets 1.85 0
Telecom - Services 0.97 2.22
Financial Technology (Fintech) 0.19 -
Transport Services 0.22 0.62
Retailing 1.2 4.17
Household Products 0.23 -
Commercial Services & Supplies 0.11 -
Gas - 0.27
Fertilizers & Agrochemicals - 0.39
Agricultural Food & other Products - 0.42
Diversified Metals - 1.25
Consumable Fuels - -0.01
Textiles & Apparels - 0.39

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