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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) | ₹5562 Cr | ₹10661 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 | 2.43% | 6.15% |
| 6 Month | 9.45% | 16.92% |
| 1 Year | 19.42% | 29.17% |
| 3 Year | - | 22.86% |
| 5 Year | - | 18.37% |
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 | 2.49% | 3.75% |
| 1 Year | 14.59% | 21.47% |
| 3 Year | - | 19.18% |
| 5 Year | - | 17.67% |
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 | 17.08% | 15.25% |
| 3 Year | - | 16.42% |
| 5 Year | - | 17.53% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 7.73% |
| Sharp | - | 1.89% |
| Beta | - | 0.89% |
| Alpha | - | 6.61% |
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 | 68.31 | 50.45 |
| Large Cap | 23.68 | 33.58 |
| Small Cap | 3.66 | 5.23 |
| Mid Cap | 4.35 | 10.74 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 57.45 | 46.9 |
| Communication Services | 2.97 | 1.24 |
| Energy | 1.11 | 3.16 |
| Technology | 3.14 | 4.97 |
| Basic Materials | 3.98 | 3.43 |
| Industrials | 3.38 | 5.87 |
| Financial Services | 12.62 | 16.85 |
| Healthcare | 2.4 | 2.7 |
| Real Estate | 7.39 | 0.85 |
| Consumer Cyclical | 4.13 | 7.94 |
| Utilities | 0.42 | 3.4 |
| Consumer Defensive | 1 | 2.68 |
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