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Tata Multi Asset Opportunities Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Average |
| Asset Size (Cr) | ₹2586 Cr | ₹3956 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 Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.28% | -1.5% |
| 6 Month | 7.42% | 6.27% |
| 1 Year | 16.18% | 5.54% |
| 3 Year | - | 14.34% |
| 5 Year | - | 16.6% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.62% | 4.3% |
| 1 Year | 15.6% | 8.8% |
| 3 Year | - | 13.16% |
| 5 Year | - | 13.54% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 18.25% | 16.1% |
| 3 Year | - | 15.69% |
| 5 Year | - | 18.65% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 7.85% |
| Sharp | - | 1.01% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Allocation 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 Allocation Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 66.71 | 36.35 |
| Large Cap | 25.28 | 43.56 |
| Mid Cap | 4.25 | 6.6 |
| Small Cap | 3.76 | 13.5 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 58.75 | 34.42 |
| Communication Services | 3.51 | 4.05 |
| Energy | 1.47 | 5.04 |
| Technology | 2.73 | 3.68 |
| Basic Materials | 1.81 | 5.74 |
| Industrials | 4.51 | 7.63 |
| Financial Services | 13.13 | 22.81 |
| Healthcare | 3.57 | 5.51 |
| Real Estate | 4.06 | 1.87 |
| Consumer Cyclical | 4.39 | 5.19 |
| Utilities | 0.79 | 3.18 |
| Consumer Defensive | 1.3 | 0.87 |
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