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) | ₹3040 Cr | ₹4635 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 | 0.32% | 0.23% |
6 Month | 9.13% | 8.7% |
1 Year | 14.44% | 6.64% |
3 Year | - | 14.08% |
5 Year | - | 14.88% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
---|---|---|
6 Month | 3.18% | 2.46% |
1 Year | 14.48% | 9.92% |
3 Year | - | 13.92% |
5 Year | - | 13.52% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
---|---|---|
1 Year | 18.25% | 8.87% |
3 Year | - | 10.66% |
5 Year | - | 9.99% |
Risk Management
Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
---|---|---|
Standard Deviation | - | 6.20% |
Sharp | - | 1.15% |
Beta | - | - |
Alpha | - | - |
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 | 66.52 | 34.09 |
Large Cap | 26.26 | 55.24 |
Mid Cap | 3.56 | 3.44 |
Small Cap | 3.66 | 7.23 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
HDFC Multi-Asset Fund - Growth Option |
---|---|---|
Others | 57.54 | 31.09 |
Communication Services | 3.04 | 3.02 |
Energy | 1.18 | 7.1 |
Technology | 2.42 | 5.42 |
Basic Materials | 1.49 | 3.42 |
Industrials | 5.87 | 4.77 |
Financial Services | 14.83 | 22.62 |
Healthcare | 3.17 | 5.07 |
Real Estate | 4.68 | 2.45 |
Consumer Cyclical | 3.52 | 7.95 |
Utilities | 0.72 | 1.93 |
Consumer Defensive | 1.53 | 5.16 |
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