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Nippon India Multi Asset Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹4530 Cr | ₹8722 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 19 May 2023 | 27 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) | CRISIL Short-Term Bond Index,MSCI World,Domestic Price of Gold,BSE 500 TRI |
| Turn Over | % | 66% |
| Expense Ratio | 1.88 | 1.49 |
| Manager | Piyush Baranwal | Ashutosh Bhargava |
| ISIN Code | INF03VN01779 | INF204KB16V0 |
| 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 | Nippon India Multi Asset Allocation 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) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.08% | 0.73% |
| 6 Month | 8.91% | 12.42% |
| 1 Year | 18.25% | 19.18% |
| 3 Year | - | 20.06% |
| 5 Year | - | 17.51% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.5% | 5.99% |
| 1 Year | 19.13% | 25.12% |
| 3 Year | - | 20.6% |
| 5 Year | - | 18.1% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.87% | 14.77% |
| 3 Year | - | 16.2% |
| 5 Year | - | 18.22% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 7.68% |
| Sharp | - | 1.61% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Ashutosh Bhargava |
| Total AUM | ₹5379 Cr | ₹121448 Cr |
| Funds Managed | 9 | 12 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 65.15 | 47.36 |
| Large Cap | 25.36 | 35.43 |
| Small Cap | 3.89 | 5.44 |
| Mid Cap | 5.6 | 11.76 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 55.57 | 44.66 |
| Communication Services | 2.31 | 1.48 |
| Energy | 1.21 | 2.28 |
| Technology | 7.19 | 5.53 |
| Basic Materials | 3.5 | 3.69 |
| Industrials | 4.23 | 6.32 |
| Financial Services | 12.44 | 17.43 |
| Consumer Defensive | 1.16 | 3.34 |
| Healthcare | 2.44 | 2.6 |
| Real Estate | 5.48 | 0.97 |
| Consumer Cyclical | 4.16 | 8.04 |
| Utilities | 0.31 | 3.67 |
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