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

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

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

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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 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 0.55% -0.25%
6 Month 8.96% 7.48%
1 Year 15.47% 4.23%
3 Year - 15.03%
5 Year - 17.17%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Tata Multi Asset Allocation Fund-Regular Plan-Growth
6 Month 4.76% 5.25%
1 Year 16.54% 10.91%
3 Year - 14.58%
5 Year - 14.51%

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 - 8.17%
Sharp - 1.19%
Beta - -
Alpha - -

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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 56.62 34.42
Communication Services 3.51 4.05
Basic Materials 3.95 5.74
Energy 1.47 5.04
Technology 2.73 3.68
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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