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

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

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tortoise-icon Edelweiss Multi Asset Allocation Fund - Reg (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) 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) ₹3040 Cr ₹2143 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 0.55% 0.23%
6 Month 8.99% 3.88%
1 Year 14.62% 7.93%
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 3.68% 1.58%
1 Year 14.62% 7.68%
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 66.52 74.34
Large Cap 26.26 20.97
Mid Cap 3.56 4.59
Small Cap 3.66 0.1

Sector Allocation

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Edelweiss Multi Asset Allocation Fund - Reg (G)

Others 57.54 73.79
Communication Services 3.04 4.22
Energy 1.18 4.05
Technology 2.42 0.92
Basic Materials 1.49 2.2
Industrials 5.87 2.58
Financial Services 14.83 7.98
Healthcare 3.17 0.66
Real Estate 4.68 -
Consumer Cyclical 3.52 2.97
Utilities 0.72 0.13
Consumer Defensive 1.53 0.49

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