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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 Allocation Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Average |
| Asset Size (Cr) | ₹5562 Cr | ₹5460 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 Allocation Fund - Growth Option |
|---|---|---|
| 1 Month | 0.35% | -0.51% |
| 6 Month | 6.97% | 4.97% |
| 1 Year | 17.55% | 13.77% |
| 3 Year | - | 14.45% |
| 5 Year | - | 13.12% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| 6 Month | 3.21% | 2% |
| 1 Year | 15.88% | 11.75% |
| 3 Year | - | 13.33% |
| 5 Year | - | 13.19% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| 1 Year | 17.08% | 8.93% |
| 3 Year | - | 10.72% |
| 5 Year | - | 10.04% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 6.11% |
| Sharp | - | 1.46% |
| Beta | - | 0.73% |
| Alpha | - | 2.67% |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Allocation 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 Allocation Fund - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| Others | 68.31 | 34.7 |
| Large Cap | 23.68 | 55.38 |
| Small Cap | 3.66 | 6.59 |
| Mid Cap | 4.35 | 3.33 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| Others | 57.45 | 31.6 |
| Communication Services | 2.97 | 3.21 |
| Energy | 1.11 | 6.75 |
| Technology | 3.14 | 5.78 |
| Basic Materials | 3.98 | 3.08 |
| Industrials | 3.38 | 4.67 |
| Financial Services | 12.62 | 22.65 |
| Healthcare | 2.4 | 5.88 |
| Real Estate | 7.39 | 1.94 |
| Consumer Cyclical | 4.13 | 9.13 |
| Utilities | 0.42 | 2.12 |
| Consumer Defensive | 1 | 3.19 |
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