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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) | ₹3943 Cr | ₹7759 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 | 2.21% | 2.27% |
| 6 Month | 9.03% | 13.46% |
| 1 Year | 15.39% | 15.15% |
| 3 Year | - | 20.28% |
| 5 Year | - | 18.75% |
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 | 5.12% | 6.79% |
| 1 Year | 20.46% | 25.34% |
| 3 Year | - | 20.98% |
| 5 Year | - | 18.3% |
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% | 15.31% |
| 3 Year | - | 16.11% |
| 5 Year | - | 17.91% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 7.75% |
| Sharp | - | 1.63% |
| 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 | 65.82 | 47.16 |
| Large Cap | 25.02 | 34.99 |
| Small Cap | 3.48 | 5.38 |
| Mid Cap | 5.67 | 12.47 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 56.39 | 44.68 |
| Communication Services | 2.62 | 1.21 |
| Energy | 1.13 | 2.36 |
| Technology | 2.79 | 5.52 |
| Basic Materials | 3.73 | 4 |
| Industrials | 5.27 | 5.99 |
| Financial Services | 14.67 | 17.36 |
| Healthcare | 2.41 | 2.76 |
| Real Estate | 5.55 | 1.01 |
| Consumer Cyclical | 4.29 | 7.74 |
| Utilities | 0.35 | 4.03 |
| Consumer Defensive | 0.81 | 3.34 |
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