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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) | ₹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 | 1.93% | 2.91% |
| 6 Month | 8.48% | 5.83% |
| 1 Year | 15.98% | 9.22% |
| 3 Year | - | 16.7% |
| 5 Year | - | 15.75% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.33% | 4.92% |
| 1 Year | 16.43% | 9.26% |
| 3 Year | - | 16.16% |
| 5 Year | - | 14.71% |
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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