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Axis Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹3943 Cr | ₹1612 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 19 May 2023 | 23 Aug 2010 |
| 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) | NIFTY 50 TRI,Domestic Price of Gold,NIFTY Composite Debt TRI |
| Turn Over | % | 64.15% |
| Expense Ratio | 1.88 | 2.1 |
| Manager | Piyush Baranwal | R Sivakumar |
| ISIN Code | INF03VN01779 | INF846K01768 |
| 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 | Axis Multi Asset Allocation Fund - 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) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 2.55% | 3.74% |
| 6 Month | 9.39% | 10.76% |
| 1 Year | 16.27% | 11.02% |
| 3 Year | - | 13.35% |
| 5 Year | - | 13.9% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.12% | 6.54% |
| 1 Year | 20.46% | 21.72% |
| 3 Year | - | 16.03% |
| 5 Year | - | 12.72% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.87% | 9.25% |
| 3 Year | - | 9.02% |
| 5 Year | - | 9.15% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.16% |
| Sharp | - | 0.69% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | R Sivakumar |
| Total AUM | ₹5379 Cr | ₹9709 Cr |
| Funds Managed | 9 | 10 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 65.82 | 37.73 |
| Large Cap | 25.02 | 43.29 |
| Small Cap | 3.48 | 7.36 |
| Mid Cap | 5.67 | 11.61 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 56.39 | 32.54 |
| Communication Services | 2.62 | 2.87 |
| Energy | 1.13 | 1.39 |
| Technology | 2.79 | 5.69 |
| Basic Materials | 3.73 | 5.06 |
| Industrials | 5.27 | 8.98 |
| Financial Services | 14.67 | 17.45 |
| Healthcare | 2.41 | 4.27 |
| Real Estate | 5.55 | 2.16 |
| Consumer Cyclical | 4.29 | 15.75 |
| Utilities | 0.35 | 0.61 |
| Consumer Defensive | 0.81 | 3.23 |
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