UTI Multi Asset Allocation 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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UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

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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)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹5065 Cr	₹6551 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹1000
Launch Date	19 May 2023	17 Dec 2008
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)	BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00)
Turn Over	%	270%
Expense Ratio	1.88	1.75
Manager	Piyush Baranwal	Sunil Madhukar Patil
ISIN Code	INF03VN01779	INF789F01AP6
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	UTI 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

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	1.28%	1.76%
6 Month	8.42%	7.69%
1 Year	17.78%	11.61%
3 Year	-	21.21%
5 Year	-	15.32%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	3.64%	3.45%
1 Year	17.33%	15.34%
3 Year	-	17.13%
5 Year	-	16.84%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	17.87%	9.01%
3 Year	-	9.15%
5 Year	-	8.33%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	8.04%
Sharp	-	1.54%
Beta	-	0.96%
Alpha	-	6.11%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Name	Piyush Baranwal	Sunil Madhukar Patil
Total AUM	₹5379 Cr	₹6910 Cr
Funds Managed	9	4
	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	65.72	35
Large Cap	25.7	47.84
Small Cap	3.69	2.54
Mid Cap	4.9	14.63

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	55.33	29.69
Communication Services	3.14	3.08
Energy	1.2	3.13
Technology	3.52	11.92
Basic Materials	4.18	6.16
Industrials	4.33	5.61
Financial Services	13.69	16.04
Consumer Defensive	0.97	9.37
Healthcare	2.56	4.33
Real Estate	6.45	3
Consumer Cyclical	4.42	7.68
Utilities	0.2	0