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WhiteOak Capital Multi Asset Allocation Fund vs ICICI Prudential Multi compare

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tortoise-icon WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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tortoise-icon ICICI Prudential Multi-Asset Fund - Growth

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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) ICICI Prudential Multi-Asset Fund - Growth
Fund WhiteOak Capital Multi Asset Allocation Fund-Reg (G) ICICI Prudential Multi-Asset Fund - Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹2245 Cr ₹59452 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 19 May 2023 31 Oct 2002
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) London Gold,NIFTY 200 TRI,NIFTY Composite Debt TRI
Turn Over % 36%
Expense Ratio 1.88 1.41
Manager Piyush Baranwal Sharmila D'mello
ISIN Code INF03VN01779 INF109K01761
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 ICICI Prudential 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) ICICI Prudential Multi-Asset Fund - Growth
1 Month 1.73% 2.13%
6 Month 8.73% 9.61%
1 Year 15.43% 11.61%
3 Year - 22.08%
5 Year - 24.65%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) ICICI Prudential Multi-Asset Fund - Growth
6 Month 5.85% 6.45%
1 Year 17.6% 15.34%
3 Year - 20.06%
5 Year - 21.26%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) ICICI Prudential Multi-Asset Fund - Growth
1 Year 18.94% 18.16%
3 Year - 16.08%
5 Year - 15.79%

Risk Management

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) ICICI Prudential Multi-Asset Fund - Growth
Standard Deviation - 7.6%
Sharp - 1.66%
Beta - 0.77%
Alpha - 6.82%

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Fund Managers

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) ICICI Prudential Multi-Asset Fund - Growth
Name Piyush Baranwal Sharmila D'mello
Total AUM ₹5379 Cr ₹354743 Cr
Funds Managed 9 35
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) ICICI Prudential Multi-Asset Fund - Growth

Market Cap

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

ICICI Prudential Multi-Asset Fund - Growth

Others 67.34 33.69
Large Cap 25.41 49.87
Mid Cap 2.48 11.77
Small Cap 4.77 4.67

Sector Allocation

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

ICICI Prudential Multi-Asset Fund - Growth

Others 57.96 31.88
Communication Services 2.88 2.03
Basic Materials 5.66 6.87
Energy 1.35 6.23
Technology 2.64 5.69
Industrials 4.44 6.22
Financial Services 13.5 18.92
Healthcare 2.13 4.62
Consumer Cyclical 3.92 8.82
Utilities 2.05 2.73
Real Estate 2.07 1.27
Consumer Defensive 1.4 4.74

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