WhiteOak Capital Multi Asset Allocation Fund vs HDFC Multi compare

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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HDFC Multi-Asset Fund - Growth Option

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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)	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

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	HDFC Multi-Asset Fund - Growth Option
1 Month	1.73%	1.45%
6 Month	8.73%	6.05%
1 Year	15.43%	9.14%
3 Year	-	16.04%
5 Year	-	16.99%

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%

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%

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	-	-

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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

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	HDFC Multi-Asset Fund - Growth Option
Others	67.34	33.21
Large Cap	25.41	56.61
Mid Cap	2.48	3.5
Small Cap	4.77	6.68

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	HDFC Multi-Asset Fund - Growth Option
Others	57.96	30.9
Communication Services	2.88	3.14
Basic Materials	5.66	3.94
Energy	1.35	7.61
Technology	2.64	7.31
Industrials	4.44	4.89
Financial Services	13.5	19.65
Healthcare	2.13	3.96
Consumer Cyclical	3.92	8.07
Utilities	2.05	1.92
Real Estate	2.07	2.47
Consumer Defensive	1.4	6.13