- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
WhiteOak Capital Multi Asset Allocation Fund vs HDFC Multi compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
HDFC Multi-Asset Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹2245 Cr | ₹4375 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 19 May 2023 | 17 Aug 2005 |
| 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) | Domestic Price of Gold,NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | % | 26.35% |
| Expense Ratio | 1.88 | 1.91 |
| Manager | Piyush Baranwal | Anil Bamboli |
| ISIN Code | INF03VN01779 | INF179K01AP0 |
| 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 | HDFC Multi-Asset Fund - 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) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| 1 Month | 1.5% | 1.68% |
| 6 Month | 8.65% | 7.29% |
| 1 Year | 15.71% | 9.43% |
| 3 Year | - | 16.13% |
| 5 Year | - | 17.34% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| 6 Month | 5.85% | 6.09% |
| 1 Year | 17.6% | 12.53% |
| 3 Year | - | 15.39% |
| 5 Year | - | 14.4% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| 1 Year | 18.94% | 8.87% |
| 3 Year | - | 10.61% |
| 5 Year | - | 9.97% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 6.68% |
| Sharp | - | 1.13% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Anil Bamboli |
| Total AUM | ₹5379 Cr | ₹135442 Cr |
| Funds Managed | 9 | 12 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Others | 65.3 | 33.14 |
| Large Cap | 27.12 | 56.8 |
| Small Cap | 4.13 | 6.54 |
| Mid Cap | 3.44 | 3.53 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Others | 59.03 | 32.1 |
| Basic Materials | 1.76 | 2.82 |
| Energy | 3.21 | 6.91 |
| Technology | 3.6 | 6.7 |
| Industrials | 3.1 | 4.82 |
| Financial Services | 14.56 | 19.21 |
| Consumer Defensive | 1.44 | 5.73 |
| Healthcare | 2.03 | 3.95 |
| Consumer Cyclical | 3.93 | 11.88 |
| Real Estate | 3.26 | 1.01 |
| Utilities | 2.75 | 1.79 |
| Communication Services | 1.34 | 3.1 |
Top Comparisons
Invesco India Multicap Fund - Growth Option
3Y Returns25.18%
Quant Multi Cap Fund-Growth
3Y Returns19.92%
Kotak Bond Short Term Plan-(Growth)
3Y Returns7.37%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7.16%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.56%
Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
3Y Returns7.25%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns13.79%
LIC MF Balanced Advantage Fund Regular - Growth
3Y Returns13.37%
