Sundaram Multi Asset Allocation Fund vs WhiteOak Capital Pharma and Healthcare Fund compare
WhiteOak Capital Pharma and Healthcare Fund-Reg (G)
Sundaram Multi Asset Allocation Fund-Reg (G)
Chart Comparison
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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