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ICICI Prudential Multi vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
ICICI Prudential Multi-Asset Fund - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | ICICI Prudential Multi-Asset Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹1289 Cr | ₹52761 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 19 May 2023 | 31 Oct 2002 |
| 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) | London Gold,NIFTY 200 TRI,NIFTY Composite Debt TRI |
| Turn Over | % | 36% |
| Expense Ratio | 1.88 | 1.44 |
| Manager | Piyush Baranwal | Sharmila D'mello |
| ISIN Code | INF03VN01779 | INF109K01761 |
| 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 | ICICI Prudential 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) | ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| 1 Month | 3.08% | 2.22% |
| 6 Month | 6.12% | 3.47% |
| 1 Year | 16.23% | 12.22% |
| 3 Year | - | 18.76% |
| 5 Year | - | 25.98% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| 6 Month | 4.94% | 4.47% |
| 1 Year | 15.22% | 9.71% |
| 3 Year | - | 19.47% |
| 5 Year | - | 21.33% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| 1 Year | 19.74% | 18.35% |
| 3 Year | - | 15.97% |
| 5 Year | - | 15.69% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| Standard Deviation | - | 7.6% |
| Sharp | - | 1.29% |
| Beta | - | 0.8% |
| Alpha | - | 7.77% |
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Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| Name | Piyush Baranwal | Sharmila D'mello |
| Total AUM | ₹5379 Cr | ₹354743 Cr |
| Funds Managed | 9 | 35 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | ICICI Prudential Multi-Asset Fund - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| Others | 65.3 | 40.9 |
| Large Cap | 27.12 | 51.29 |
| Small Cap | 4.13 | 3.18 |
| Mid Cap | 3.44 | 11.35 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| Others | 59.03 | 39.94 |
| Basic Materials | 1.76 | 6.84 |
| Energy | 3.21 | 5.68 |
| Technology | 3.6 | 4.67 |
| Industrials | 3.1 | 5.17 |
| Financial Services | 14.56 | 20.85 |
| Consumer Defensive | 1.44 | 4.63 |
| Healthcare | 2.03 | 4.33 |
| Consumer Cyclical | 3.93 | 8.88 |
| Real Estate | 3.26 | 0.68 |
| Utilities | 2.75 | 2.72 |
| Communication Services | 1.34 | 2.34 |
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