WhiteOak Capital Multi Asset Allocation Fund vs Nippon India Multi Asset Fund compare

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WhiteOak Capital Multi Asset Allocation Fund-Reg (G)

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Nippon India Multi Asset Allocation 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)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Fund	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Very High
Asset Size (Cr)	₹5065 Cr	₹9601 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹1000
Launch Date	19 May 2023	27 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)	CRISIL Short-Term Bond Index,MSCI World,Domestic Price of Gold,BSE 500 TRI
Turn Over	%	66%
Expense Ratio	1.88	1.49
Manager	Piyush Baranwal	Ashutosh Bhargava
ISIN Code	INF03VN01779	INF204KB16V0
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	Nippon India Multi Asset Allocation 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)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Month	0.69%	1.34%
6 Month	7.64%	10.33%
1 Year	16.12%	16.24%
3 Year	-	19.98%
5 Year	-	16.56%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	4.22%	4.44%
1 Year	19.03%	23.4%
3 Year	-	19.77%
5 Year	-	17.7%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	17.87%	14.99%
3 Year	-	16.33%
5 Year	-	17.86%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	7.59%
Sharp	-	1.54%
Beta	-	-
Alpha	-	-

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Name	Piyush Baranwal	Ashutosh Bhargava
Total AUM	₹5379 Cr	₹121448 Cr
Funds Managed	9	12
	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	65.72	47.35
Large Cap	25.7	35.86
Small Cap	3.69	5.51
Mid Cap	4.9	11.28

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	55.33	44.39
Communication Services	3.14	1.37
Energy	1.2	2.67
Technology	3.52	5.94
Basic Materials	4.18	3.5
Industrials	4.33	6.3
Financial Services	13.69	17.6
Consumer Defensive	0.97	3
Healthcare	2.56	2.65
Real Estate	6.45	0.91
Consumer Cyclical	4.42	8.46
Utilities	0.2	3.19