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WhiteOak Capital Multi Asset Allocation Fund vs Tata Multi Asset Opportunities Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
Tata Multi Asset Allocation Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Average |
| Asset Size (Cr) | ₹4530 Cr | ₹4479 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 19 May 2023 | 04 Mar 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,BSE 200 TRI,MCX I-COMDEX Composite Index |
| Turn Over | % | 16.78% |
| Expense Ratio | 1.88 | 1.87 |
| Manager | Piyush Baranwal | Rahul Singh |
| ISIN Code | INF03VN01779 | INF277K012Z5 |
| 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 | Tata Multi Asset Opportunities 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) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 1.68% | 1.77% |
| 6 Month | 8.15% | 8.36% |
| 1 Year | 16.06% | 10.84% |
| 3 Year | - | 14.68% |
| 5 Year | - | 15.67% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.4% | 5.17% |
| 1 Year | 19.12% | 20.71% |
| 3 Year | - | 15.43% |
| 5 Year | - | 14.58% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 17.87% | 14.41% |
| 3 Year | - | 15.49% |
| 5 Year | - | 17.4% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | - | 7.69% |
| Sharp | - | 1.00% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Name | Piyush Baranwal | Rahul Singh |
| Total AUM | ₹5379 Cr | ₹19760 Cr |
| Funds Managed | 9 | 9 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | Tata Multi Asset Allocation Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 65.15 | 37.56 |
| Large Cap | 25.36 | 42.84 |
| Small Cap | 3.89 | 12.66 |
| Mid Cap | 5.6 | 6.94 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
Tata Multi Asset Allocation Fund-Regular Plan-Growth |
|---|---|---|
| Others | 55.57 | 34.42 |
| Communication Services | 2.31 | 4.49 |
| Energy | 1.21 | 5.04 |
| Technology | 7.19 | 4.08 |
| Basic Materials | 3.5 | 3.86 |
| Industrials | 4.23 | 7.6 |
| Financial Services | 12.44 | 25.83 |
| Consumer Defensive | 1.16 | 1.18 |
| Healthcare | 2.44 | 4.71 |
| Real Estate | 5.48 | 2.4 |
| Consumer Cyclical | 4.16 | 4.05 |
| Utilities | 0.31 | 2.33 |
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