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WhiteOak Capital Multi Asset Allocation Fund vs Mirae Asset Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Mirae Asset Multi Asset Allocation Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹5065 Cr | ₹2515 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 19 May 2023 | 31 Jan 2024 |
| 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) | 65% BSE 200 TRI + 20% NIFTY Short Duration Debt Index + 10% Domestic Price of Gold + 5% Domestic Pri |
| Turn Over | % | % |
| Expense Ratio | 1.88 | 2.01 |
| Manager | Piyush Baranwal | Harshad Borawake |
| ISIN Code | INF03VN01779 | INF769K01KW3 |
| 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 | Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Month | 0.77% | 1.75% |
| 6 Month | 7.68% | 9.32% |
| 1 Year | 16.24% | 16.28% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 6 Month | 4.22% | 5% |
| 1 Year | 19.03% | 21.57% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Year | 17.87% | 10.42% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Name | Piyush Baranwal | Harshad Borawake |
| Total AUM | ₹5379 Cr | ₹0 Cr |
| Funds Managed | 9 | 3 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Mirae Asset Multi Asset Allocation Fund-Reg (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 65.72 | 37.84 |
| Large Cap | 25.7 | 48.44 |
| Small Cap | 3.69 | 8.11 |
| Mid Cap | 4.9 | 5.61 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Mirae Asset Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 55.33 | 33.27 |
| Communication Services | 3.14 | 3.24 |
| Energy | 1.2 | 3.32 |
| Technology | 3.52 | 6.07 |
| Basic Materials | 4.18 | 6.01 |
| Industrials | 4.33 | 5.35 |
| Financial Services | 13.69 | 21.62 |
| Consumer Defensive | 0.97 | 4.33 |
| Healthcare | 2.56 | 4.13 |
| Real Estate | 6.45 | 1.16 |
| Consumer Cyclical | 4.42 | 8.5 |
| Utilities | 0.2 | 3.02 |
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