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) | ₹1289 Cr | ₹1800 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 | 3.84% | 4.65% |
6 Month | 6.24% | 2.67% |
1 Year | 16.84% | 12.51% |
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 | 4.25% | 3.31% |
1 Year | 14.63% | 7.47% |
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 | 19.74% | 12.1% |
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 | 65.3 | 32.51 |
Large Cap | 27.12 | 51.35 |
Small Cap | 4.13 | 9.32 |
Mid Cap | 3.44 | 6.83 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
---|---|---|
Others | 59.03 | 29.93 |
Basic Materials | 1.76 | 5.88 |
Energy | 3.21 | 3.88 |
Technology | 3.6 | 7.02 |
Industrials | 3.1 | 7.23 |
Financial Services | 14.56 | 21.65 |
Consumer Defensive | 1.44 | 3.44 |
Healthcare | 2.03 | 4.6 |
Consumer Cyclical | 3.93 | 7.82 |
Real Estate | 3.26 | 1.93 |
Utilities | 2.75 | 3.11 |
Communication Services | 1.34 | 3.51 |
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