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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 Opportunities Fund-Regular Plan-Growth
Chart Comparison
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 | 1.53% | 2.63% |
| 6 Month | 6.78% | 2.64% |
| 1 Year | 15.52% | 7.45% |
| 3 Year | - | 16.74% |
| 5 Year | - | 18.59% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 5.47% | 7.03% |
| 1 Year | 16.46% | 10.71% |
| 3 Year | - | 14.88% |
| 5 Year | - | 14.71% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Opportunities Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 18.94% | 16.88% |
| 3 Year | - | 15.63% |
| 5 Year | - | 18.97% |
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 | - | - |
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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 |
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