Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon DSP Multi Asset Allocation Fund - Regular (G)

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) 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) ₹1289 Cr ₹2537 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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) DSP Multi Asset Allocation Fund - Regular (G)
1 Month 1.93% 4.24%
6 Month 8.48% 6.8%
1 Year 15.98% 13.3%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) DSP Multi Asset Allocation Fund - Regular (G)
6 Month 5.33% 4.99%
1 Year 16.43% 12.19%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) DSP Multi Asset Allocation Fund - Regular (G)
1 Year 19.74% 22.13%
3 Year - -
5 Year - -

Risk Management

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

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) 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)

Market Cap

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

Sector Allocation

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

Top Comparisons

HSBC ELSS Tax saver Fund - Regular Growth HSBC ELSS Tax saver Fund - Regular Growth

3Y Returns22.35%

VS

Sundaram Diversified Equity (ELSS) Regular Plan - Growth Sundaram Diversified Equity (ELSS) Regular Plan - Growth

3Y Returns16.23%

Compare Now

ICICI Prudential PSU Equity Fund - Growth ICICI Prudential PSU Equity Fund - Growth

3Y Returns0%

VS

SBI PSU Fund - Regular Plan -Growth SBI PSU Fund - Regular Plan -Growth

3Y Returns34.64%

Compare Now

WhiteOak Capital Large Cap Fund Regular Plan Growth WhiteOak Capital Large Cap Fund Regular Plan Growth

3Y Returns0%

VS

Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option

3Y Returns18.14%

Compare Now

Kotak Consumption Fund - Regular (G) Kotak Consumption Fund - Regular (G)

3Y Returns0%

VS

Aditya Birla Sun Life India Gennext Fund-Growth Option Aditya Birla Sun Life India Gennext Fund-Growth Option

3Y Returns18.82%

Compare Now
Add to Cart Successfully