Nippon India 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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Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

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

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)	₹3040 Cr	₹6649 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

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	0.52%	-0.17%
6 Month	8.72%	10.87%
1 Year	15.5%	11.04%
3 Year	-	17.25%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	3.68%	4.78%
1 Year	14.62%	13.46%
3 Year	-	18.21%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	18.25%	15.7%
3 Year	-	15.95%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	8.11%
Sharp	-	1.32%
Beta	-	-
Alpha	-	-

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

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	66.52	43.78
Large Cap	26.26	36.41
Mid Cap	3.56	13.02
Small Cap	3.66	6.79

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	57.54	41.77
Communication Services	3.04	1.44
Energy	1.18	3.7
Technology	2.42	4.72
Basic Materials	1.49	3.53
Industrials	5.87	7.56
Financial Services	14.83	19.26
Healthcare	3.17	3
Real Estate	4.68	1.27
Consumer Cyclical	3.52	6.61
Utilities	0.72	4.23
Consumer Defensive	1.53	2.93