Mirae Asset Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Mirae Asset Multi Asset Allocation Fund-Reg (G)
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹2245 Cr | ₹1991 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 19 May 2023 | 31 Jan 2024 |
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) | 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri |
Turn Over | % | % |
Expense Ratio | 1.88 | 2.01 |
Manager | Piyush Baranwal | Harshad Borawake |
ISIN Code | INF03VN01779 | INF769K01KW3 |
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 | Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
1 Month | 1.44% | 2.12% |
6 Month | 8.01% | 7.72% |
1 Year | 14.75% | 10.43% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
6 Month | 5.85% | 7.56% |
1 Year | 17.6% | 16.05% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
1 Year | 18.94% | 11.49% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Mirae Asset 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) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Name | Piyush Baranwal | Harshad Borawake |
Total AUM | ₹5379 Cr | ₹0 Cr |
Funds Managed | 9 | 3 |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
Market Cap
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Others | 67.34 | 34.98 |
Large Cap | 25.41 | 49.95 |
Mid Cap | 2.48 | 6.17 |
Small Cap | 4.77 | 8.91 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Others | 57.96 | 32.8 |
Communication Services | 2.88 | 3.61 |
Basic Materials | 5.66 | 5.58 |
Energy | 1.35 | 3.84 |
Technology | 2.64 | 5.62 |
Industrials | 4.44 | 7.11 |
Financial Services | 13.5 | 21.37 |
Healthcare | 2.13 | 4.02 |
Consumer Cyclical | 3.92 | 7.6 |
Utilities | 2.05 | 3.35 |
Real Estate | 2.07 | 1.47 |
Consumer Defensive | 1.4 | 3.62 |
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