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HDFC Multi vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
HDFC Multi-Asset Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹4530 Cr | ₹5149 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 19 May 2023 | 17 Aug 2005 |
| 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) | Domestic Price of Gold,NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | % | 26.35% |
| Expense Ratio | 1.88 | 1.91 |
| Manager | Piyush Baranwal | Anil Bamboli |
| ISIN Code | INF03VN01779 | INF179K01AP0 |
| 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 | HDFC Multi-Asset Fund - 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) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| 1 Month | 1.68% | 1.33% |
| 6 Month | 8.15% | 6.45% |
| 1 Year | 16.06% | 10.85% |
| 3 Year | - | 14.19% |
| 5 Year | - | 14.57% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| 6 Month | 4.4% | 3.98% |
| 1 Year | 19.12% | 16.43% |
| 3 Year | - | 14.48% |
| 5 Year | - | 13.69% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| 1 Year | 17.87% | 8.87% |
| 3 Year | - | 10.7% |
| 5 Year | - | 10.03% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 5.88% |
| Sharp | - | 1.20% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Anil Bamboli |
| Total AUM | ₹5379 Cr | ₹135442 Cr |
| Funds Managed | 9 | 12 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Others | 65.15 | 35.19 |
| Large Cap | 25.36 | 54.37 |
| Small Cap | 3.89 | 6.94 |
| Mid Cap | 5.6 | 3.49 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Others | 55.57 | 32.15 |
| Communication Services | 2.31 | 3.27 |
| Energy | 1.21 | 6.83 |
| Technology | 7.19 | 5.42 |
| Basic Materials | 3.5 | 3.67 |
| Industrials | 4.23 | 4.64 |
| Financial Services | 12.44 | 22.77 |
| Consumer Defensive | 1.16 | 3.42 |
| Healthcare | 2.44 | 5.38 |
| Real Estate | 5.48 | 2.37 |
| Consumer Cyclical | 4.16 | 8.03 |
| Utilities | 0.31 | 2.04 |
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