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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) | ₹1289 Cr | ₹3893 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 | 1.53% | 1.57% |
| 6 Month | 6.78% | 4.07% |
| 1 Year | 15.52% | 9.65% |
| 3 Year | - | 15.92% |
| 5 Year | - | 17.86% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| 6 Month | 5.47% | 5.63% |
| 1 Year | 16.46% | 11.04% |
| 3 Year | - | 14.75% |
| 5 Year | - | 14.02% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| 1 Year | 18.94% | 8.87% |
| 3 Year | - | 10.61% |
| 5 Year | - | 9.97% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 6.591% |
| Sharp | - | 0.779% |
| Beta | - | - |
| Alpha | - | - |
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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 | 65.3 | 33.14 |
| Large Cap | 27.12 | 56.8 |
| Small Cap | 4.13 | 6.54 |
| Mid Cap | 3.44 | 3.53 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Others | 59.03 | 32.1 |
| Basic Materials | 1.76 | 2.82 |
| Energy | 3.21 | 6.91 |
| Technology | 3.6 | 6.7 |
| Industrials | 3.1 | 4.82 |
| Financial Services | 14.56 | 19.21 |
| Consumer Defensive | 1.44 | 5.73 |
| Healthcare | 2.03 | 3.95 |
| Consumer Cyclical | 3.93 | 11.88 |
| Real Estate | 3.26 | 1.01 |
| Utilities | 2.75 | 1.79 |
| Communication Services | 1.34 | 3.1 |
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