- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹3943 Cr | ₹6106 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 | 2.05% | 2.76% |
| 6 Month | 9.07% | 7.33% |
| 1 Year | 16.06% | 7.76% |
| 3 Year | - | 20.36% |
| 5 Year | - | 16.05% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.12% | 4.58% |
| 1 Year | 20.46% | 15.73% |
| 3 Year | - | 18.17% |
| 5 Year | - | 17.06% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.87% | 9.1% |
| 3 Year | - | 9.04% |
| 5 Year | - | 8.28% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.04% |
| Sharp | - | 1.44% |
| Beta | - | 0.11% |
| Alpha | - | 11.15% |
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 | 65.82 | 36.63 |
| Large Cap | 25.02 | 48.5 |
| Small Cap | 3.48 | 1.66 |
| Mid Cap | 5.67 | 13.21 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 56.39 | 31.7 |
| Communication Services | 2.62 | 3.09 |
| Energy | 1.13 | 2.88 |
| Technology | 2.79 | 12.08 |
| Basic Materials | 3.73 | 7.11 |
| Industrials | 5.27 | 3.27 |
| Financial Services | 14.67 | 15.55 |
| Healthcare | 2.41 | 7.17 |
| Real Estate | 5.55 | 3.15 |
| Consumer Cyclical | 4.29 | 4.87 |
| Utilities | 0.35 | 0.04 |
| Consumer Defensive | 0.81 | 9.09 |
Top Comparisons
ITI ELSS Tax Saver Fund Regular - Growth
3Y Returns21.02%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns15.28%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns16.76%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns20.7%
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan
3Y Returns7.96%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns7.69%
INVESCO INDIA BANKING AND PSU FUND - Growth Option
3Y Returns7.57%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.7%
