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SBI Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
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) | ₹2245 Cr | ₹8395 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 | 1.44% | 2.64% |
| 6 Month | 8.01% | 7.42% |
| 1 Year | 14.75% | 8.78% |
| 3 Year | - | 18.43% |
| 5 Year | - | 15.09% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.57% | 7.44% |
| 1 Year | 17.51% | 15.36% |
| 3 Year | - | 17.04% |
| 5 Year | - | 15.38% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.94% | 8.71% |
| 3 Year | - | 8.65% |
| 5 Year | - | 9.32% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 7.39% |
| Sharp | - | 1.24% |
| 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 | 67.34 | 57.76 |
| Large Cap | 25.41 | 22.61 |
| Mid Cap | 2.48 | 5.06 |
| Small Cap | 4.77 | 14.58 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 57.96 | 52.77 |
| Communication Services | 2.88 | 0.43 |
| Basic Materials | 5.66 | 1.94 |
| Energy | 1.35 | 4.57 |
| Technology | 2.64 | 5.53 |
| Industrials | 4.44 | 2.53 |
| Financial Services | 13.5 | 12.67 |
| Healthcare | 2.13 | 1.49 |
| Consumer Cyclical | 3.92 | 6.15 |
| Utilities | 2.05 | 1.92 |
| Real Estate | 2.07 | 5.63 |
| Consumer Defensive | 1.4 | 4.38 |
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