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

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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Tata Multi Asset Allocation Fund-Regular Plan-Growth

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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)	₹3943 Cr	₹4278 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

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Month	1.01%	1.55%
6 Month	9.34%	10.73%
1 Year	16.17%	10.7%
3 Year	-	14.75%
5 Year	-	16.35%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Tata Multi Asset Allocation Fund-Regular Plan-Growth
6 Month	3.88%	4.14%
1 Year	17.94%	17.76%
3 Year	-	14.71%
5 Year	-	14.17%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Tata Multi Asset Allocation Fund-Regular Plan-Growth
1 Year	17.87%	14.63%
3 Year	-	15.54%
5 Year	-	17.62%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Standard Deviation	-	7.71%
Sharp	-	1.02%
Beta	-	-
Alpha	-	-

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

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Others	65.82	36.65
Large Cap	25.02	43.87
Small Cap	3.48	13.05
Mid Cap	5.67	6.43

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Tata Multi Asset Allocation Fund-Regular Plan-Growth
Others	56.39	34.55
Communication Services	2.62	4.54
Energy	1.13	4.87
Technology	2.79	4.1
Basic Materials	3.73	3.9
Industrials	5.27	7.63
Financial Services	14.67	24.76
Healthcare	2.41	4.9
Real Estate	5.55	1.85
Consumer Cyclical	4.29	5.32
Utilities	0.35	2.36
Consumer Defensive	0.81	1.21