UTI Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹1289 Cr | ₹5659 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 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.53% | 1.58% |
6 Month | 6.78% | 1.08% |
1 Year | 15.52% | 7.42% |
3 Year | - | 21.6% |
5 Year | - | 17.72% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.47% | 5.09% |
1 Year | 16.46% | 7.22% |
3 Year | - | 18.91% |
5 Year | - | 16.87% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.94% | 9.3% |
3 Year | - | 8.9% |
5 Year | - | 8.2% |
Risk Management
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 8.59% |
Sharp | - | 1.5% |
Beta | - | 1.1% |
Alpha | - | 5.38% |
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Fund Managers
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 |
Market Cap
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 65.3 | 34.4 |
Large Cap | 27.12 | 44.7 |
Small Cap | 4.13 | 1.74 |
Mid Cap | 3.44 | 15.46 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
---|---|---|
Others | 59.03 | 34.4 |
Basic Materials | 1.76 | - |
Energy | 3.21 | - |
Technology | 3.6 | - |
Industrials | 3.1 | - |
Financial Services | 14.56 | - |
Consumer Defensive | 1.44 | - |
Healthcare | 2.03 | - |
Consumer Cyclical | 3.93 | - |
Real Estate | 3.26 | - |
Utilities | 2.75 | - |
Communication Services | 1.34 | - |
Petroleum Products | - | 1.32 |
IT - Software | - | 10.77 |
Pharmaceuticals & Biotechnology | - | 4.46 |
Personal Products | - | 1.07 |
Construction | - | 0 |
Finance | - | 4.35 |
Consumer Durables | - | 4.42 |
Capital Markets | - | 2.94 |
Banks | - | 6.72 |
Diversified FMCG | - | 3.59 |
Chemicals & Petrochemicals | - | 1.21 |
Leisure Services | - | 1.32 |
Healthcare Services | - | 0.46 |
Automobiles | - | 2.38 |
Aerospace & Defense | - | -0.01 |
Cement & Cement Products | - | 1.74 |
Fertilizers & Agrochemicals | - | 1.18 |
Insurance | - | 1.09 |
Gas | - | 0.14 |
Agricultural Food & other Products | - | 0.7 |
Diversified Metals | - | 0.79 |
Food Products | - | 3.53 |
Non - Ferrous Metals | - | 0.22 |
Realty | - | 0 |
Ferrous Metals | - | 0.28 |
Industrial Products | - | 0.56 |
Auto Components | - | 0.31 |
Telecom - Services | - | 2.89 |
Consumable Fuels | - | 1.11 |
Transport Services | - | 1.17 |
Retailing | - | 0 |
Textiles & Apparels | - | 0.72 |
Power | - | 0.06 |
Beverages | - | 0 |
Financial Technology (Fintech) | - | 0.41 |
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