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)	₹2586 Cr	₹94 Cr
Min Investment	₹500	₹
Min SIP Invesment	₹100	₹0
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	0.5%	1.87%
6 Month	9.11%	-0.54%
1 Year	15.23%	-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	4.76%	5.34%
1 Year	16.54%	-2.69%
3 Year	-	1.97%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year	18.94%	5.72%
3 Year	-	6.53%
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	-	-

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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	66.71	62.12
Large Cap	25.28	7.18
Mid Cap	4.25	9.09
Small Cap	3.76	21.61

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	56.62	59.05
Communication Services	3.51	-
Basic Materials	3.95	-
Energy	1.47	-
Technology	2.73	12.16
Industrials	4.51	4.21
Financial Services	13.13	17.78
Healthcare	3.57	-
Real Estate	4.06	-
Consumer Cyclical	4.39	3.95
Utilities	0.79	-
Consumer Defensive	1.3	2.85