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Sundaram Multi Asset Allocation Fund vs WhiteOak Capital Pharma and Healthcare Fund compare

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tortoise-icon WhiteOak Capital Pharma and Healthcare Fund-Reg (G)

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tortoise-icon Sundaram Multi Asset Allocation Fund-Reg (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name WhiteOak Capital Pharma and Healthcare Fund-Reg (G) Sundaram Multi Asset Allocation Fund-Reg (G)
Fund WhiteOak Capital Pharma and Healthcare Fund-Reg (G) Sundaram Multi Asset Allocation Fund-Reg (G)
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹409 Cr ₹2665 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 06 Feb 2024 25 Jan 2024
Category Pharma & Healthcare Multi Asset Allocation
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare NIFTY 500 TRI (65), Domestic Price of Gold (25), NIFTY Short Duration Index (10)
Turn Over % %
Expense Ratio 2.39 1.76
Manager Ramesh Mantri Rohit Seksaria
ISIN Code INF03VN01878 INF903JA1LH5
Exits Load WhiteOak Capital Pharma and Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Sundaram 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 Pharma and Healthcare Fund-Reg (G) Sundaram Multi Asset Allocation Fund-Reg (G)
1 Month 1.74% -0.82%
6 Month 14.39% 8.9%
1 Year 19.26% 9.36%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Pharma and Healthcare Fund-Reg (G) Sundaram Multi Asset Allocation Fund-Reg (G)
6 Month 8.03% 2.72%
1 Year 16.91% 10.85%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Pharma and Healthcare Fund-Reg (G) Sundaram Multi Asset Allocation Fund-Reg (G)
1 Year 25.99% 10.81%
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Pharma and Healthcare Fund-Reg (G) Sundaram Multi Asset Allocation Fund-Reg (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

Fund Managers

Scheme Name WhiteOak Capital Pharma and Healthcare Fund-Reg (G) Sundaram Multi Asset Allocation Fund-Reg (G)
Name Ramesh Mantri Rohit Seksaria
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 10 15
WhiteOak Capital Pharma and Healthcare Fund-Reg (G) Sundaram Multi Asset Allocation Fund-Reg (G)

Market Cap

Scheme Name

WhiteOak Capital Pharma and Healthcare Fund-Reg (G)

Sundaram Multi Asset Allocation Fund-Reg (G)

Others 13.45 36.48
Mid Cap 26.63 6.19
Small Cap 42.02 2.85
Large Cap 17.9 54.48

Sector Allocation

Scheme Name

WhiteOak Capital Pharma and Healthcare Fund-Reg (G)

Sundaram Multi Asset Allocation Fund-Reg (G)

Others 8.26 33.78
Basic Materials 3.23 4.3
Healthcare 87.93 3.7
Financial Services 0.58 24.19
Energy - 5.33
Technology - 4.89
Industrials - 5.93
Consumer Defensive - 4.6
Consumer Cyclical - 8.24
Communication Services - 3.62
Utilities - 1.05
Real Estate - 0.36

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