Aditya Birla Sun Life Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

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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)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Fund	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹5562 Cr	₹5589 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹500
Launch Date	19 May 2023	31 Jan 2023
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(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)
Turn Over	%	0.0%
Expense Ratio	1.88	1.85
Manager	Piyush Baranwal	Dhaval Joshi
ISIN Code	INF03VN01779	INF209KB12R6
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	Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Month	1.07%	3.64%
6 Month	8.03%	11.66%
1 Year	17.7%	22.01%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
6 Month	3.53%	7.21%
1 Year	17.05%	27.35%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
1 Year	17%	17.13%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Standard Deviation	-	-
Sharp	-	-
Beta	-	-
Alpha	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Name	Piyush Baranwal	Dhaval Joshi
Total AUM	₹5379 Cr	₹361932 Cr
Funds Managed	9	55
	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Others	68.31	43.02
Large Cap	23.68	40.74
Small Cap	3.66	4.28
Mid Cap	4.35	11.96

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Others	57.45	32.39
Communication Services	2.97	2.83
Energy	1.11	5.28
Technology	3.14	6.35
Basic Materials	3.98	3.62
Industrials	3.38	6.12
Financial Services	12.62	21.12
Healthcare	2.4	3.89
Real Estate	7.39	4.31
Consumer Cyclical	4.13	6.75
Utilities	0.42	1.67
Consumer Defensive	1	5.67