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WhiteOak Capital Multi Asset Allocation Fund vs UTI Multi Asset Allocation Fund compare
WhiteOak Capital Multi Asset Allocation Fund-Reg (G)
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹5065 Cr | ₹6551 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 19 May 2023 | 17 Dec 2008 |
| 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) | BSE 200 TRI(65.00), CRISIL Composite Bond Index(25.00), Domestic Price of Gold(10.00) |
| Turn Over | % | 270% |
| Expense Ratio | 1.88 | 1.75 |
| Manager | Piyush Baranwal | Sunil Madhukar Patil |
| ISIN Code | INF03VN01779 | INF789F01AP6 |
| 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 | UTI 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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.3% | -0.08% |
| 6 Month | 7.4% | 5.29% |
| 1 Year | 16.69% | 10.18% |
| 3 Year | - | 19.72% |
| 5 Year | - | 14.9% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.43% | 5.1% |
| 1 Year | 18.82% | 17.91% |
| 3 Year | - | 17.51% |
| 5 Year | - | 17.08% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 17.87% | 9.01% |
| 3 Year | - | 9.15% |
| 5 Year | - | 8.33% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 8.04% |
| Sharp | - | 1.54% |
| Beta | - | 0.96% |
| Alpha | - | 6.11% |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Sunil Madhukar Patil |
| Total AUM | ₹5379 Cr | ₹6910 Cr |
| Funds Managed | 9 | 4 |
| WhiteOak Capital Multi Asset Allocation Fund-Reg (G) | UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 65.72 | 35 |
| Large Cap | 25.7 | 47.84 |
| Small Cap | 3.69 | 2.54 |
| Mid Cap | 4.9 | 14.63 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Asset Allocation Fund-Reg (G) |
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 55.33 | 29.69 |
| Communication Services | 3.14 | 3.08 |
| Energy | 1.2 | 3.13 |
| Technology | 3.52 | 11.92 |
| Basic Materials | 4.18 | 6.16 |
| Industrials | 4.33 | 5.61 |
| Financial Services | 13.69 | 16.04 |
| Consumer Defensive | 0.97 | 9.37 |
| Healthcare | 2.56 | 4.33 |
| Real Estate | 6.45 | 3 |
| Consumer Cyclical | 4.42 | 7.68 |
| Utilities | 0.2 | 0 |
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