Edelweiss 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 Edelweiss 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 Multi Asset Allocation Fund-Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)
Fund WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)
Investment Plan Growth Growth
Level of Risk Very High Low to Moderate
Asset Size (Cr) ₹187 Cr ₹612 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 12 May 2023 23 Jun 2023
Category Multi Asset Allocation Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark CRISIL Composite Bond Index (40), S&P BSE 500 TRI (40), Domestic Price of Gold (10), Domestic Price Nifty 5yr Benchmark G-Sec Index (50), NIFTY 500 TRI (40), Domestic Price of Gold (5), Domestic Price
Turn Over % %
Expense Ratio 1.64 0.7
Manager Piyush Baranwal Dhawal Dalal
ISIN Code INF03VN01779 INF754K01RO7
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 0.1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Month 3.09% 0.67%
6 Month 12.3% 3.88%
1 Year 20.95% 7.34%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)
6 Month - -
1 Year 9.54% 3.47%
3 Year 10.93% 3.75%
5 Year 10.93% 3.75%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)
1 Year 12.05% 3.81%
3 Year 12.21% 3.81%
5 Year 12.21% 3.81%

Risk Management

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

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Fund Managers

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)
Name Piyush Baranwal Dhawal Dalal
Total AUM ₹5379 Cr ₹25974 Cr
Fund Manage 9 12
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Edelweiss Multi Asset Allocation Fund - Reg (G)

Market Cap

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 65.43 59.9
Large Cap 27.08 29.81
Small Cap 5.2 1.35
Mid Cap 2.29 8.93

Sector Allocation

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 15.94 62.25
Sovereign 14.53 15.39
Unclassified 22.58 -
Financial 23.17 22.52
Energy 2.72 -0.05
Construction 4.04 -0.0099999999999999
Capital Goods 2.7 -0.04
Technology 2.04 1.3877787807814E-17
Consumer Staples 2.07 0
Services 2.98 4.4408920985006E-16
Automobile 1.17 -0.01
Materials 0.68 -0.01
Communication 0.74 -0.04
Consumer Discretionary 0.67 -0.01
Healthcare 2.12 0
Metals & Mining 0.88 0
Chemicals 0.36 -
Insurance 0.47 -
Textiles 0.14 -

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