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) | ₹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 | 0.68% | 1.52% |
6 Month | 0.38% | 8.32% |
1 Year | 25.82% | 11.36% |
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 | 0.9% | 6.58% |
1 Year | 8.25% | 13.65% |
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 | - | - |
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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 |
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