Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Multi Asset Opportunities Fund vs WhiteOak Capital Multi Asset Allocation Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Invest Now

tortoise-icon Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Fund WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹1289 Cr ₹3487 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 19 May 2023 04 Mar 2020
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) CRISIL Short-Term Bond Index,BSE 200 TRI,MCX I-COMDEX Composite Index
Turn Over % 16.78%
Expense Ratio 1.88 1.87
Manager Piyush Baranwal Rahul Singh
ISIN Code INF03VN01779 INF277K012Z5
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 Tata Multi Asset Opportunities Fund - 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) Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Month 3.08% 2.64%
6 Month 6.12% 0.06%
1 Year 16.23% 7.12%
3 Year - 13.43%
5 Year - 18.05%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Tata Multi Asset Opportunities Fund-Regular Plan-Growth
6 Month 4.94% 3.11%
1 Year 15.22% 3.55%
3 Year - 13.85%
5 Year - 14.4%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Tata Multi Asset Opportunities Fund-Regular Plan-Growth
1 Year 19.74% 18.05%
3 Year - 15.76%
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Standard Deviation - 7.805%
Sharp - 0.735%
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 Multi Asset Allocation Fund-Reg (G) Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Name Piyush Baranwal Rahul Singh
Total AUM ₹5379 Cr ₹19760 Cr
Funds Managed 9 9
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Market Cap

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Others 65.3 33.43
Large Cap 27.12 46.74
Small Cap 4.13 11.93
Mid Cap 3.44 7.9

Sector Allocation

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Others 59.03 32.93
Basic Materials 1.76 5.53
Energy 3.21 4.78
Technology 3.6 4.28
Industrials 3.1 9.08
Financial Services 14.56 20.08
Consumer Defensive 1.44 1.06
Healthcare 2.03 6.07
Consumer Cyclical 3.93 5.87
Real Estate 3.26 2.37
Utilities 2.75 3.4
Communication Services 1.34 4.57

Top Comparisons

Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth

3Y Returns12.28%

VS

Tata Gold ETF Fund of Fund - Regular (G) Tata Gold ETF Fund of Fund - Regular (G)

3Y Returns0%

Compare Now

Tata Money Market Fund-Regular Plan - Growth Option Tata Money Market Fund-Regular Plan - Growth Option

3Y Returns7.16%

VS

Axis Money Market Fund - Regular Plan - Growth Option Axis Money Market Fund - Regular Plan - Growth Option

3Y Returns7.16%

Compare Now

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns6.29%

VS

Baroda BNP Paribas Overnight Fund - Regular Plan - Growth Baroda BNP Paribas Overnight Fund - Regular Plan - Growth

3Y Returns6.29%

Compare Now

Nippon India Corporate Bond Fund - Growth Plan - Growth Option Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns7.62%

VS

PGIM India Corporate Bond Fund - Growth PGIM India Corporate Bond Fund - Growth

3Y Returns6.7%

Compare Now
Add to Cart Successfully