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Bajaj Finserv Multi Asset Allocation Fund vs WhiteOak Capital Special Opportunities Fund compare
WhiteOak Capital Special Opportunities Fund-Reg (G)
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Fund | WhiteOak Capital Special Opportunities Fund-Reg (G) | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1042 Cr | ₹1207 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 04 Jun 2024 | 06 Jun 2024 |
| Category | Other Themes | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 50 TRI (65), NIFTY Short Duration Index (25), Domestic Price of Gold (10) |
| Turn Over | % | % |
| Expense Ratio | 2.29 | 2.08 |
| Manager | Nimesh Chandan | |
| ISIN Code | INF03VN01894 | INF0QA701797 |
| Exits Load | WhiteOak Capital Special Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Bajaj Finserv 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 Special Opportunities Fund-Reg (G) | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Month | -2.39% | -2.62% |
| 6 Month | 10.38% | 5.4% |
| 1 Year | 9.74% | 0.22% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 6 Month | 8.83% | 4.76% |
| 1 Year | 16.93% | 9.73% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Year | 14.93% | 6.12% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | WhiteOak Capital Special Opportunities Fund-Reg (G) | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Name | Nimesh Chandan | |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 95 | 8 |
| WhiteOak Capital Special Opportunities Fund-Reg (G) | Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 17.79 | 34.02 |
| Large Cap | 37.37 | 44.76 |
| Small Cap | 35.87 | 7.84 |
| Mid Cap | 8.97 | 13.38 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Special Opportunities Fund-Reg (G) |
Bajaj Finserv Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 8.75 | 32.88 |
| Energy | 2.09 | 1.68 |
| Basic Materials | 9.28 | 5.67 |
| Industrials | 13.5 | 0.64 |
| Financial Services | 27.22 | 20.84 |
| Real Estate | 2.72 | - |
| Consumer Cyclical | 11.66 | 1.99 |
| Technology | 10.58 | 6.97 |
| Healthcare | 3.69 | 4.62 |
| Communication Services | 10.51 | 4.59 |
| Utilities | 0 | 8.12 |
| Consumer Defensive | - | 11.99 |
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