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DSP Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
DSP Multi Asset Allocation Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹3943 Cr | ₹4400 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 19 May 2023 | 27 Sep 2023 |
| 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 500 TRI(40.00), MSCI World(20.00), NIFTY Composite Debt Index(20.00), Domestic Price of Gold(15.00), MCX I-COMDEX Composite Index(5.00) |
| Turn Over | % | % |
| Expense Ratio | 1.88 | 1.64 |
| Manager | Piyush Baranwal | Jay Kothari |
| ISIN Code | INF03VN01779 | INF740KA1TB5 |
| 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 | DSP 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 Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Month | 2.41% | 3.98% |
| 6 Month | 8.97% | 14.66% |
| 1 Year | 15.64% | 16.5% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 6 Month | 5.12% | 7.25% |
| 1 Year | 20.46% | 25.47% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| 1 Year | 17.87% | 14.15% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Name | Piyush Baranwal | Jay Kothari |
| Total AUM | ₹5379 Cr | ₹0 Cr |
| Funds Managed | 9 | 20 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | DSP Multi Asset Allocation Fund - Regular (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 65.82 | 65.48 |
| Large Cap | 25.02 | 25.67 |
| Small Cap | 3.48 | 4.31 |
| Mid Cap | 5.67 | 4.53 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
DSP Multi Asset Allocation Fund - Regular (G) |
|---|---|---|
| Others | 56.39 | 47.91 |
| Communication Services | 2.62 | 4.43 |
| Energy | 1.13 | 0.96 |
| Technology | 2.79 | 7.34 |
| Basic Materials | 3.73 | 3.76 |
| Industrials | 5.27 | 2.36 |
| Financial Services | 14.67 | 12.91 |
| Healthcare | 2.41 | 2.29 |
| Real Estate | 5.55 | 5.04 |
| Consumer Cyclical | 4.29 | 7.99 |
| Utilities | 0.35 | 2.75 |
| Consumer Defensive | 0.81 | 2.25 |
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