Motilal Oswal Multi Asset Fund vs WhiteOak Capital Multi Asset Allocation Fund compare

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Fund	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Average
Asset Size (Cr)	₹5562 Cr	₹94 Cr
Min Investment	₹500	₹
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹500
Launch Date	19 May 2023	04 Aug 2020
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)	NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index
Turn Over	%	70%
Expense Ratio	1.88	2.03
Manager	Piyush Baranwal	Rakesh Shetty
ISIN Code	INF03VN01779	INF247L01AJ6
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	Motilal Oswal Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month	2.43%	1.87%
6 Month	9.45%	-0.54%
1 Year	19.42%	-9.21%
3 Year	-	5.18%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month	2.49%	-
1 Year	14.59%	5.37%
3 Year	-	-0.57%
5 Year	-	1.97%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year	17.08%	5.21%
3 Year	-	6.4%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation	-	9.54%
Sharp	-	-0.11%
Beta	-	-
Alpha	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Name	Piyush Baranwal	Rakesh Shetty
Total AUM	₹5379 Cr	₹33886 Cr
Funds Managed	9	19
	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	68.31	62.12
Large Cap	23.68	7.18
Small Cap	3.66	21.61
Mid Cap	4.35	9.09

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	57.45	59.05
Communication Services	2.97	-
Energy	1.11	-
Technology	3.14	12.16
Basic Materials	3.98	-
Industrials	3.38	4.21
Financial Services	12.62	17.78
Healthcare	2.4	-
Real Estate	7.39	-
Consumer Cyclical	4.13	3.95
Utilities	0.42	-
Consumer Defensive	1	2.85