WhiteOak Capital Multi Asset Allocation Fund vs Motilal Oswal Multi Asset Fund compare

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

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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)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Fund	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹2245 Cr	₹94 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹500
Launch Date	19 May 2023	04 Aug 2020
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)	NIFTY 50 TRI,500 TRI,Domestic Price of Gold,Crisil Short Term Gilt Index
Turn Over	%	70%
Expense Ratio	1.88	2.03
Manager	Piyush Baranwal	Rakesh Shetty
ISIN Code	INF03VN01779	INF247L01AJ6
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	Motilal Oswal Multi Asset Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month	1.44%	-0.23%
6 Month	8.01%	-5.82%
1 Year	14.75%	-10.32%
3 Year	-	4.93%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month	5.57%	3.86%
1 Year	17.51%	-7.42%
3 Year	-	0.78%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year	18.94%	5.72%
3 Year	-	6.53%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation	-	9.63%
Sharp	-	-0.19%
Beta	-	-
Alpha	-	-

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Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Name	Piyush Baranwal	Rakesh Shetty
Total AUM	₹5379 Cr	₹33886 Cr
Funds Managed	9	19
	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	67.34	59.8
Large Cap	25.41	7.13
Mid Cap	2.48	11.49
Small Cap	4.77	21.57

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Others	57.96	59.8
Communication Services	2.88	-
Basic Materials	5.66	-
Energy	1.35	-
Technology	2.64	11.49
Industrials	4.44	4.36
Financial Services	13.5	17.68
Healthcare	2.13	-
Consumer Cyclical	3.92	3.92
Utilities	2.05	-
Real Estate	2.07	-
Consumer Defensive	1.4	2.74