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WhiteOak Capital Multi Asset Allocation Fund vs ICICI Prudential Multi compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
ICICI Prudential Multi-Asset Fund - Growth
Chart Comparison
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) | ₹4530 Cr | ₹71900 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 | 1.12% | 0.94% |
| 6 Month | 7.2% | 6.39% |
| 1 Year | 15.23% | 13.47% |
| 3 Year | - | 18.78% |
| 5 Year | - | 21.99% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| 6 Month | 4.4% | 5.53% |
| 1 Year | 19.12% | 20.64% |
| 3 Year | - | 18.64% |
| 5 Year | - | 19.34% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| 1 Year | 17.87% | 17.54% |
| 3 Year | - | 16.38% |
| 5 Year | - | 16.09% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| Standard Deviation | - | 7.6% |
| Sharp | - | 1.8% |
| Beta | - | 0.78% |
| Alpha | - | 6.6% |
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 | 65.15 | 35.44 |
| Large Cap | 25.36 | 46.23 |
| Small Cap | 3.89 | 5.03 |
| Mid Cap | 5.6 | 13.3 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
ICICI Prudential Multi-Asset Fund - Growth |
|---|---|---|
| Others | 55.57 | 32.76 |
| Communication Services | 2.31 | 2.56 |
| Energy | 1.21 | 5.23 |
| Technology | 7.19 | 5.9 |
| Basic Materials | 3.5 | 7.02 |
| Industrials | 4.23 | 5.94 |
| Financial Services | 12.44 | 19.36 |
| Consumer Defensive | 1.16 | 4.29 |
| Healthcare | 2.44 | 4.4 |
| Real Estate | 5.48 | 1.54 |
| Consumer Cyclical | 4.16 | 8.88 |
| Utilities | 0.31 | 2.14 |
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