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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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