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WhiteOak Capital Multi Asset Allocation Fund vs SBI Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
SBI Multi Asset Allocation Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹5065 Cr | ₹12012 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 19 May 2023 | 21 Dec 2005 |
| 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,CRISIL 10-Year Gilt,Domestic Price of Gold |
| Turn Over | % | 252% |
| Expense Ratio | 1.88 | 1.44 |
| Manager | Piyush Baranwal | Pradeep Kesavan |
| ISIN Code | INF03VN01779 | INF200K01800 |
| 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 | SBI Multi Asset Allocation Fund - Regular Plan - 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) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.87% | 2.86% |
| 6 Month | 7.83% | 10.23% |
| 1 Year | 17.64% | 18.86% |
| 3 Year | - | 18.77% |
| 5 Year | - | 14.96% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.43% | 7.4% |
| 1 Year | 18.82% | 26.17% |
| 3 Year | - | 18.66% |
| 5 Year | - | 16.77% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.87% | 8.76% |
| 3 Year | - | 8.88% |
| 5 Year | - | 9.39% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 6.78% |
| Sharp | - | 1.43% |
| Beta | - | 0.76% |
| Alpha | - | 5.21% |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Name | Piyush Baranwal | Pradeep Kesavan |
| Total AUM | ₹5379 Cr | ₹434274 Cr |
| Funds Managed | 9 | 43 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 65.72 | 57.3 |
| Large Cap | 25.7 | 20.34 |
| Small Cap | 3.69 | 13.75 |
| Mid Cap | 4.9 | 8.61 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 55.33 | 52.86 |
| Communication Services | 3.14 | 0.35 |
| Energy | 1.2 | 4.1 |
| Technology | 3.52 | 3.89 |
| Basic Materials | 4.18 | 3.76 |
| Industrials | 4.33 | 2.19 |
| Financial Services | 13.69 | 15.42 |
| Consumer Defensive | 0.97 | 3.51 |
| Healthcare | 2.56 | 1.18 |
| Real Estate | 6.45 | 4.68 |
| Consumer Cyclical | 4.42 | 6.29 |
| Utilities | 0.2 | 1.79 |
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