Bajaj Finserv Multi Asset Allocation Fund vs WhiteOak Capital Special Opportunities Fund compare

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WhiteOak Capital Special Opportunities Fund-Reg (G)

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Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
1 Month	2.26%	2.35%
6 Month	10.53%	10.03%
1 Year	12.67%	4.84%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
6 Month	10.64%	6.47%
1 Year	17.99%	11.48%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
1 Year	-	-
3 Year	-	-
5 Year	-	-

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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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)

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
Others	17.29	32.25
Large Cap	38.55	44.56
Small Cap	34.97	8.79
Mid Cap	9.2	14.4

Scheme Name	WhiteOak Capital Special Opportunities Fund-Reg (G)	Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
Others	7.89	31.11
Energy	2.18	1.74
Basic Materials	8.69	5.79
Industrials	14.19	0.53
Financial Services	26.54	21.5
Real Estate	2.9	-
Healthcare	4.66	4.4
Consumer Cyclical	10.73	2.77
Technology	10.9	6.98
Communication Services	9.83	4.3
Utilities	1.48	8.71
Consumer Defensive	-	12.17