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) | ₹2245 Cr | ₹1436 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 | 1.5% | 2.08% |
6 Month | 8.65% | 4.68% |
1 Year | 15.71% | 8.52% |
3 Year | - | 14.21% |
5 Year | - | 14.91% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.85% | 6.76% |
1 Year | 17.6% | 10.18% |
3 Year | - | 13.79% |
5 Year | - | 11.73% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.94% | 9.42% |
3 Year | - | 8.9% |
5 Year | - | 9.02% |
Risk Management
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 10.00% |
Sharp | - | 0.50% |
Beta | - | - |
Alpha | - | - |
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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 | 65.3 | 35.22 |
Large Cap | 27.12 | 47.19 |
Small Cap | 4.13 | 8.68 |
Mid Cap | 3.44 | 8.9 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 59.03 | 34.44 |
Basic Materials | 1.76 | 6.17 |
Energy | 3.21 | 3.14 |
Technology | 3.6 | 6.66 |
Industrials | 3.1 | 6.83 |
Financial Services | 14.56 | 20.2 |
Consumer Defensive | 1.44 | 4.41 |
Healthcare | 2.03 | 5.16 |
Consumer Cyclical | 3.93 | 9.25 |
Real Estate | 3.26 | 1.45 |
Utilities | 2.75 | 0.7 |
Communication Services | 1.34 | 1.6 |
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