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WhiteOak Capital Multi Asset Allocation Fund vs Edelweiss Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Edelweiss Multi Asset Allocation Fund - Reg (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Low to Moderate |
| Asset Size (Cr) | ₹2586 Cr | ₹1879 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 19 May 2023 | 23 Jun 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) | CRISIL Short-Term Bond Index(50.00), NIFTY 500 TRI(40.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
| Turn Over | % | % |
| Expense Ratio | 1.88 | 0.72 |
| Manager | Piyush Baranwal | Dhawal Dalal |
| ISIN Code | INF03VN01779 | INF754K01RO7 |
| 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 | Edelweiss Multi Asset Allocation Fund - Regular Plan - Growth charges 0.1% 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) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Month | 0.28% | 0.39% |
| 6 Month | 7.42% | 4.11% |
| 1 Year | 16.18% | 8.01% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 6 Month | 4.62% | 1.68% |
| 1 Year | 15.6% | 7.77% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| 1 Year | 18.25% | 8.07% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Name | Piyush Baranwal | Dhawal Dalal |
| Total AUM | ₹5379 Cr | ₹25974 Cr |
| Funds Managed | 9 | 12 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Edelweiss Multi Asset Allocation Fund - Reg (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 66.71 | 72.1 |
| Large Cap | 25.28 | 22.11 |
| Mid Cap | 4.25 | 5.32 |
| Small Cap | 3.76 | 0.47 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 58.75 | 71.41 |
| Communication Services | 3.51 | 3.98 |
| Energy | 1.47 | 5.17 |
| Technology | 2.73 | 0.75 |
| Basic Materials | 1.81 | 2.89 |
| Industrials | 4.51 | 2.83 |
| Financial Services | 13.13 | 8.65 |
| Healthcare | 3.57 | 0.92 |
| Real Estate | 4.06 | - |
| Consumer Cyclical | 4.39 | 2.78 |
| Utilities | 0.79 | 0.04 |
| Consumer Defensive | 1.3 | 0.57 |
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