Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI Multi Asset Allocation Fund vs WhiteOak Capital Multi Asset Allocation Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Invest Now

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

Invest Now

Chart Comparison

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) ₹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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Canara Robeco Gilt Fund - Regular Plan - Growth Option Canara Robeco Gilt Fund - Regular Plan - Growth Option

3Y Returns7.51%

VS

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns7.78%

Compare Now

ICICI Prudential Constant Maturity Gilt Fund - Growth ICICI Prudential Constant Maturity Gilt Fund - Growth

3Y Returns9.5%

VS

SBI Magnum Constant Maturity Fund - Regular Plan - Growth SBI Magnum Constant Maturity Fund - Regular Plan - Growth

3Y Returns9.21%

Compare Now

Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth

3Y Returns5.7%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns6.36%

Compare Now

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

3Y Returns0%

VS

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns15.87%

Compare Now
Add to Cart Successfully