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) ₹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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month -1.32% -3.7%
6 Month 6.92% 4.9%
1 Year 20.12% 27.63%
3 Year - 16.52%
5 Year - 15.08%

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 18.55% 18.22%
3 Year - 23.28%
5 Year - 19.08%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year 20.56% 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 - 1.17%
Beta - 0.91%
Alpha - 7.01%

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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 65.43 34.26
Large Cap 27.08 50.46
Mid Cap 2.29 13.9
Small Cap 5.2 1.38

Sector Allocation

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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