- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
Chart Comparison
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) | ₹3422 Cr | ₹4447 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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 1 Month | 2.18% | 3.9% |
| 6 Month | 11.63% | 15.22% |
| 1 Year | 14.21% | 7.76% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 6 Month | 4.21% | 4.22% |
| 1 Year | 17.11% | 15.47% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| 1 Year | 18.25% | 21.28% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| 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 | - | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Others | 64.6 | 40.33 |
| Large Cap | 25.22 | 42.02 |
| Small Cap | 3.74 | 5.76 |
| Mid Cap | 6.44 | 11.89 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth |
|---|---|---|
| Others | 54.79 | 30.8 |
| Communication Services | 2.8 | 3.19 |
| Energy | 1.04 | 5.03 |
| Technology | 2.59 | 7.66 |
| Basic Materials | 4.41 | 4.18 |
| Industrials | 6.33 | 7.16 |
| Financial Services | 14.02 | 19.07 |
| Healthcare | 2.68 | 4.53 |
| Real Estate | 5.44 | 4.09 |
| Consumer Cyclical | 4.15 | 5.37 |
| Utilities | 0.39 | 2.07 |
| Consumer Defensive | 1.34 | 6.85 |
Top Comparisons
PGIM India Arbitrage Fund - Regular Plan - Growth
3Y Returns6.5%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.92%
ICICI Prudential MidCap Fund - Growth
3Y Returns21.66%
Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option
3Y Returns24.38%
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns13.94%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns14.03%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns6.69%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns6.63%
