Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹286 Cr ₹2452 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 0.95% 4%
6 Month -0.05% 4.24%
1 Year 26.66% 11.19%
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 0.43% 6.32%
1 Year 11.83% 11.56%
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 22.04% 11.97%
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 - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 11.42 36.18
Small Cap 32.62 3.59
Mid Cap 29.67 5.13
Large Cap 26.29 55.1

Sector Allocation

Scheme Name

WhiteOak Capital Pharma and Healthcare Fund-Reg (G)

Sundaram Multi Asset Allocation Fund-Reg (G)

Others 9.31 34.72
Basic Materials 3.7 4.45
Healthcare 86.5 2.37
Financial Services 0.49 19.73
Energy - 5.99
Technology - 7.23
Industrials - 5.59
Consumer Defensive - 3.76
Consumer Cyclical - 8.54
Communication Services - 5.67
Utilities - 0.93
Real Estate - 1.04

Top Comparisons

SBI Conservative Hybrid Fund - Regular Plan - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns9.92%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns10%

Compare Now

SBI Credit Risk Fund - Regular Plan - Growth SBI Credit Risk Fund - Regular Plan - Growth

3Y Returns7.64%

VS

DSP Credit Risk Fund - Regular Plan -Growth DSP Credit Risk Fund - Regular Plan -Growth

3Y Returns13.94%

Compare Now

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.83%

VS

Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

3Y Returns6.83%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns15.36%

VS

HSBC Multi Asset Active FOF  - Growth HSBC Multi Asset Active FOF - Growth

3Y Returns12.27%

Compare Now
Add to Cart Successfully