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

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

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tortoise-icon 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) ₹1289 Cr ₹96 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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Month 2.91% 1.75%
6 Month 6.39% -13%
1 Year 16.41% -9.01%
3 Year - 2.84%
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
6 Month 4.94% -2.86%
1 Year 15.22% -17.33%
3 Year - -0.79%
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
1 Year 19.74% 6.52%
3 Year - 6.75%
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Multi Asset Allocation Fund-Reg (G) Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option
Standard Deviation - 8.567%
Sharp - -0.297%
Beta - -
Alpha - -

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Fund Managers

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

Market Cap

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Others 65.3 56.76
Large Cap 27.12 6.26
Small Cap 4.13 23.31
Mid Cap 3.44 13.68

Sector Allocation

Scheme Name

WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

Others 59.03 56.76
Basic Materials 1.76 -
Energy 3.21 -
Technology 3.6 10.61
Industrials 3.1 3.74
Financial Services 14.56 22.82
Consumer Defensive 1.44 2.34
Healthcare 2.03 -
Consumer Cyclical 3.93 3.73
Real Estate 3.26 -
Utilities 2.75 -
Communication Services 1.34 -

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