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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) | ₹3943 Cr | ₹4715 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 | 2.34% | 2.21% |
| 6 Month | 11.43% | 9.6% |
| 1 Year | 15.09% | 8.65% |
| 3 Year | - | 15.66% |
| 5 Year | - | 15.59% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| 6 Month | 4.7% | 3.7% |
| 1 Year | 19.28% | 15.33% |
| 3 Year | - | 14.55% |
| 5 Year | - | 13.73% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| 1 Year | 17.87% | 8.81% |
| 3 Year | - | 10.67% |
| 5 Year | - | 10.01% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 5.96% |
| Sharp | - | 1.28% |
| 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 | 64.6 | 34.08 |
| Large Cap | 25.22 | 55.24 |
| Small Cap | 3.74 | 7.41 |
| Mid Cap | 6.44 | 3.28 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
HDFC Multi-Asset Fund - Growth Option |
|---|---|---|
| Others | 54.79 | 31.18 |
| Communication Services | 2.8 | 2.91 |
| Energy | 1.04 | 6.79 |
| Technology | 2.59 | 6.1 |
| Basic Materials | 4.41 | 3.25 |
| Industrials | 6.33 | 4.95 |
| Financial Services | 14.02 | 21.76 |
| Healthcare | 2.68 | 4.96 |
| Real Estate | 5.44 | 2.39 |
| Consumer Cyclical | 4.15 | 8.51 |
| Utilities | 0.39 | 2.07 |
| Consumer Defensive | 1.34 | 5.12 |
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