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)	₹3943 Cr	₹7759 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	1.65%	2.27%
6 Month	8.86%	13.46%
1 Year	15.43%	15.15%
3 Year	-	20.28%
5 Year	-	18.75%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
6 Month	2.86%	4.16%
1 Year	15.2%	19.4%
3 Year	-	18.7%
5 Year	-	17.05%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
1 Year	17.87%	15.31%
3 Year	-	16.11%
5 Year	-	17.91%

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Standard Deviation	-	7.68%
Sharp	-	1.61%
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	65.82	47.16
Large Cap	25.02	34.99
Small Cap	3.48	5.38
Mid Cap	5.67	12.47

Scheme Name	WhiteOak Capital Multi Asset Allocation Fund-Reg (G)	Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
Others	56.39	44.68
Communication Services	2.62	1.21
Energy	1.13	2.36
Technology	2.79	5.52
Basic Materials	3.73	4
Industrials	5.27	5.99
Financial Services	14.67	17.36
Healthcare	2.41	2.76
Real Estate	5.55	1.01
Consumer Cyclical	4.29	7.74
Utilities	0.35	4.03
Consumer Defensive	0.81	3.34