DSP Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare

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tortoise-icon WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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tortoise-icon DSP Multi Asset Allocation Fund - Regular (G)

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Chart Comparison

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

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 High
Asset Size (Cr) ₹601 Cr ₹1692 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 12 May 2023 27 Sep 2023
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Composite Bond Index (40), BSE 500 TRI (40), Domestic Price of Gold (10), Domestic Price of S NIFTY 500 TRI (40), MSCI World (20), NIFTY Composite Debt Index (20), Domestic Price of Gold (15), M
Turn Over % %
Expense Ratio 1.77 1.71
Manager Piyush Baranwal Jay Kothari
ISIN Code INF03VN01779 INF740KA1TB5
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) DSP Multi Asset Allocation Fund - Regular (G)
1 Month 2.08% 2.9%
6 Month 11.52% 13.6%
1 Year 21.34% -
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 - -
1 Year 9.54% 8.99%
3 Year 10.93% 8.99%
5 Year 10.93% 8.99%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) DSP Multi Asset Allocation Fund - Regular (G)
1 Year 12.05% 10.64%
3 Year 12.21% 10.64%
5 Year 12.21% 10.64%

Risk Management

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) DSP Multi Asset Allocation Fund - Regular (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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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
Fund Manage 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 65.43 59.79
Large Cap 27.08 26.74
Mid Cap 2.29 7.8
Small Cap 5.2 5.67

Sector Allocation

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

DSP Multi Asset Allocation Fund - Regular (G)

Others 15.94 4.62
Financial 23.17 33.25
Insurance 0.47 -
Consumer Staples 2.07 3.46
Energy 2.72 3.84
Sovereign 14.53 3.34
Materials 0.68 1.26
Technology 2.04 8.04
Construction 4.04 -
Services 2.98 1.12
Healthcare 2.12 5.76
Metals & Mining 0.88 2.45
Automobile 1.17 5.18
Capital Goods 2.7 0.65
Consumer Discretionary 0.67 1.4
Chemicals 0.36 1.23
Communication 0.74 3.09
Textiles 0.14 -
Unclassified 22.58 21.31

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