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SBI Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare

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tortoise-icon WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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tortoise-icon SBI Multi Asset Allocation Fund - Regular Plan - Growth

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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) SBI Multi Asset Allocation Fund - Regular Plan - Growth
Fund WhiteOak Capital Multi Asset Allocation Fund-Reg (G) SBI Multi Asset Allocation Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹1289 Cr ₹7141 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 19 May 2023 21 Dec 2005
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,CRISIL 10-Year Gilt,Domestic Price of Gold
Turn Over % 252%
Expense Ratio 1.88 1.44
Manager Piyush Baranwal Pradeep Kesavan
ISIN Code INF03VN01779 INF200K01800
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 SBI Multi Asset Allocation Fund - Regular Plan - 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) SBI Multi Asset Allocation Fund - Regular Plan - Growth
1 Month 3.08% 2.35%
6 Month 6.12% 0.47%
1 Year 16.23% 8.35%
3 Year - 14.37%
5 Year - 14.84%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) SBI Multi Asset Allocation Fund - Regular Plan - Growth
6 Month 4.94% 3.28%
1 Year 15.22% 5.73%
3 Year - 15.51%
5 Year - 14.36%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) SBI Multi Asset Allocation Fund - Regular Plan - Growth
1 Year 19.74% 8.69%
3 Year - 8.58%
5 Year - 9.29%

Risk Management

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) SBI Multi Asset Allocation Fund - Regular Plan - Growth
Standard Deviation - 7.531%
Sharp - 0.827%
Beta - -
Alpha - -

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Fund Managers

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) SBI Multi Asset Allocation Fund - Regular Plan - Growth
Name Piyush Baranwal Pradeep Kesavan
Total AUM ₹5379 Cr ₹434274 Cr
Funds Managed 9 43
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) SBI Multi Asset Allocation Fund - Regular Plan - Growth

Market Cap

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Others 65.3 66.25
Large Cap 27.12 18.14
Small Cap 4.13 12.18
Mid Cap 3.44 3.43

Sector Allocation

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

SBI Multi Asset Allocation Fund - Regular Plan - Growth

Others 59.03 66.25
Basic Materials 1.76 1.91
Energy 3.21 2.19
Technology 3.6 6.28
Industrials 3.1 2.53
Financial Services 14.56 9.69
Consumer Defensive 1.44 2.57
Healthcare 2.03 0.9
Consumer Cyclical 3.93 4.98
Real Estate 3.26 0.71
Utilities 2.75 1.5
Communication Services 1.34 0.49

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