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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) | ₹3422 Cr | ₹1528 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 | 2.48% | 4.5% |
| 6 Month | 11.96% | 13.74% |
| 1 Year | 14.38% | 5.75% |
| 3 Year | - | 12.3% |
| 5 Year | - | 13.78% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.21% | 5.74% |
| 1 Year | 17.11% | 15.84% |
| 3 Year | - | 14.27% |
| 5 Year | - | 11.68% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 18.25% | 9.35% |
| 3 Year | - | 8.96% |
| 5 Year | - | 9.1% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.40% |
| Sharp | - | 0.43% |
| 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 | 64.6 | 36.79 |
| Large Cap | 25.22 | 44.89 |
| Small Cap | 3.74 | 6.72 |
| Mid Cap | 6.44 | 11.61 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 54.79 | 31.67 |
| Communication Services | 2.8 | 2.09 |
| Energy | 1.04 | 2.08 |
| Technology | 2.59 | 6.87 |
| Basic Materials | 4.41 | 4.8 |
| Industrials | 6.33 | 8.31 |
| Financial Services | 14.02 | 18.65 |
| Healthcare | 2.68 | 4.6 |
| Real Estate | 5.44 | 1.11 |
| Consumer Cyclical | 4.15 | 15.19 |
| Utilities | 0.39 | 0.62 |
| Consumer Defensive | 1.34 | 4.01 |
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