- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+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 Allocation Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Average |
| Asset Size (Cr) | ₹5562 Cr | ₹5460 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 Allocation Fund - Growth Option |
|---|---|---|
| 1 Month | 1.01% | 2.54% |
| 6 Month | 8.7% | 8.71% |
| 1 Year | 19.08% | 17.16% |
| 3 Year | - | 16.01% |
| 5 Year | - | 14.41% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| 6 Month | 3.21% | 2% |
| 1 Year | 15.88% | 11.75% |
| 3 Year | - | 13.33% |
| 5 Year | - | 13.19% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| 1 Year | 17.08% | 8.93% |
| 3 Year | - | 10.72% |
| 5 Year | - | 10.04% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 6.11% |
| Sharp | - | 1.46% |
| Beta | - | 0.73% |
| Alpha | - | 2.67% |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | HDFC Multi-Asset Allocation 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 Allocation Fund - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| Others | 68.31 | 34.7 |
| Large Cap | 23.68 | 55.38 |
| Small Cap | 3.66 | 6.59 |
| Mid Cap | 4.35 | 3.33 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
HDFC Multi-Asset Allocation Fund - Growth Option |
|---|---|---|
| Others | 57.45 | 31.6 |
| Communication Services | 2.97 | 3.21 |
| Energy | 1.11 | 6.75 |
| Technology | 3.14 | 5.78 |
| Basic Materials | 3.98 | 3.08 |
| Industrials | 3.38 | 4.67 |
| Financial Services | 12.62 | 22.65 |
| Healthcare | 2.4 | 5.88 |
| Real Estate | 7.39 | 1.94 |
| Consumer Cyclical | 4.13 | 9.13 |
| Utilities | 0.42 | 2.12 |
| Consumer Defensive | 1 | 3.19 |
Top Comparisons
Bandhan Gilt Fund with 10-year constant duration Fund - Regular Plan - Growth
3Y Returns8.12%
DSP 10Y G-Sec Fund - Regular Plan - Growth
3Y Returns7.49%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.45%
HSBC Money Market Fund - Regular Growth
3Y Returns7.16%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns19.96%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns19.97%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns14.75%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns15.58%
