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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) | ₹3040 Cr | ₹9440 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 | 0.32% | -1.27% |
| 6 Month | 9.13% | 9.03% |
| 1 Year | 14.44% | 7.26% |
| 3 Year | - | 16.27% |
| 5 Year | - | 14.03% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.68% | 3.16% |
| 1 Year | 14.62% | 9.89% |
| 3 Year | - | 14.83% |
| 5 Year | - | 14.18% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.25% | 8.73% |
| 3 Year | - | 8.71% |
| 5 Year | - | 9.35% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 6.66% |
| Sharp | - | 1.37% |
| Beta | - | - |
| Alpha | - | - |
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 | 66.52 | 55.3 |
| Large Cap | 26.26 | 21.1 |
| Mid Cap | 3.56 | 8.78 |
| Small Cap | 3.66 | 14.83 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
SBI Multi Asset Allocation Fund - Regular Plan - Growth |
|---|---|---|
| Others | 57.54 | 50.69 |
| Communication Services | 3.04 | 0.4 |
| Energy | 1.18 | 4.1 |
| Technology | 2.42 | 4.59 |
| Basic Materials | 1.49 | 4.15 |
| Industrials | 5.87 | 2.4 |
| Financial Services | 14.83 | 14.34 |
| Healthcare | 3.17 | 1.12 |
| Real Estate | 4.68 | 5.3 |
| Consumer Cyclical | 3.52 | 7.15 |
| Utilities | 0.72 | 1.72 |
| Consumer Defensive | 1.53 | 4.05 |
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