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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) | ₹5065 Cr | ₹2432 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 | 1.28% | 0.32% |
| 6 Month | 8.42% | 2.65% |
| 1 Year | 17.78% | 7.27% |
| 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 | 4.43% | 1.32% |
| 1 Year | 18.82% | 6.09% |
| 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 | 17.87% | 8.03% |
| 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 | 65.72 | 72.49 |
| Large Cap | 25.7 | 19.51 |
| Small Cap | 3.69 | 0.3 |
| Mid Cap | 4.9 | 7.69 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Edelweiss Multi Asset Allocation Fund - Reg (G) |
|---|---|---|
| Others | 55.33 | 72.02 |
| Communication Services | 3.14 | 4.66 |
| Energy | 1.2 | 3.4 |
| Technology | 3.52 | 1.15 |
| Basic Materials | 4.18 | 2.76 |
| Industrials | 4.33 | 2.09 |
| Financial Services | 13.69 | 8.98 |
| Consumer Defensive | 0.97 | 0.54 |
| Healthcare | 2.56 | 1.43 |
| Real Estate | 6.45 | 0.21 |
| Consumer Cyclical | 4.42 | 2.57 |
| Utilities | 0.2 | 0.19 |
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