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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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)	₹2245 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

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	1.5%	2.45%
6 Month	8.65%	4.54%
1 Year	15.71%	8.62%
3 Year	-	22.28%
5 Year	-	17.32%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	5.85%	6.62%
1 Year	17.6%	10.29%
3 Year	-	19.9%
5 Year	-	17.48%

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%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	8.04%
Sharp	-	1.45%
Beta	-	0.87%
Alpha	-	6.45%

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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	65.3	34.4
Large Cap	27.12	44.7
Small Cap	4.13	1.74
Mid Cap	3.44	15.46

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