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

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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DSP Multi Asset Allocation Fund - Regular (G)

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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)	DSP Multi Asset Allocation Fund - Regular (G)
Fund	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	DSP Multi Asset Allocation Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹2245 Cr	₹3158 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	19 May 2023	27 Sep 2023
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)	NIFTY 500 TRI(40.00), MSCI World(20.00), NIFTY Composite Debt Index(20.00), Domestic Price of Gold(15.00), MCX I-COMDEX Composite Index(5.00)
Turn Over	%	%
Expense Ratio	1.88	1.64
Manager	Piyush Baranwal	Jay Kothari
ISIN Code	INF03VN01779	INF740KA1TB5
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	DSP Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	DSP Multi Asset Allocation Fund - Regular (G)
1 Month	1.5%	2.05%
6 Month	8.65%	8.34%
1 Year	15.71%	13.3%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	DSP Multi Asset Allocation Fund - Regular (G)
6 Month	5.85%	6.8%
1 Year	17.6%	15.74%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	DSP Multi Asset Allocation Fund - Regular (G)
1 Year	18.94%	15.9%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	DSP Multi Asset Allocation Fund - Regular (G)
Standard Deviation	-	-
Sharp	-	-
Beta	-	-
Alpha	-	-

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Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	DSP Multi Asset Allocation Fund - Regular (G)
Name	Piyush Baranwal	Jay Kothari
Total AUM	₹5379 Cr	₹0 Cr
Funds Managed	9	20
	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	DSP Multi Asset Allocation Fund - Regular (G)

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	DSP Multi Asset Allocation Fund - Regular (G)
Others	65.3	57.1
Large Cap	27.12	31.36
Small Cap	4.13	6.11
Mid Cap	3.44	5.43

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	DSP Multi Asset Allocation Fund - Regular (G)
Others	59.03	50.22
Basic Materials	1.76	4.34
Energy	3.21	1.25
Technology	3.6	6.68
Industrials	3.1	0.42
Financial Services	14.56	16.08
Consumer Defensive	1.44	2.49
Healthcare	2.03	3.48
Consumer Cyclical	3.93	8.33
Real Estate	3.26	1.29
Utilities	2.75	2.84
Communication Services	1.34	2.59