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WhiteOak Capital Pharma and Healthcare Fund vs Sundaram Multi Asset Allocation Fund compare
WhiteOak Capital Pharma and Healthcare Fund-Reg (G)
Sundaram Multi Asset Allocation Fund-Reg (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Pharma and Healthcare Fund-Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Fund | WhiteOak Capital Pharma and Healthcare Fund-Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹443 Cr | ₹2799 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 06 Feb 2024 | 25 Jan 2024 |
| Category | Pharma & Healthcare | Multi Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Healthcare | NIFTY 500 TRI (65), Domestic Price of Gold (25), NIFTY Short Duration Index (10) |
| Turn Over | % | % |
| Expense Ratio | 2.39 | 1.76 |
| Manager | Ramesh Mantri | Rohit Seksaria |
| ISIN Code | INF03VN01878 | INF903JA1LH5 |
| Exits Load | WhiteOak Capital Pharma and Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Sundaram 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 Pharma and Healthcare Fund-Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Month | 4.33% | 2.74% |
| 6 Month | 11.49% | 9.76% |
| 1 Year | 8.8% | 14.62% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Pharma and Healthcare Fund-Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 6 Month | 4.77% | 5.87% |
| 1 Year | 16.14% | 21.69% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Pharma and Healthcare Fund-Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| 1 Year | 24.98% | 10.18% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Pharma and Healthcare Fund-Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Pharma and Healthcare Fund-Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Name | Ramesh Mantri | Rohit Seksaria |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 10 | 15 |
| WhiteOak Capital Pharma and Healthcare Fund-Reg (G) | Sundaram Multi Asset Allocation Fund-Reg (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Pharma and Healthcare Fund-Reg (G) |
Sundaram Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 14.02 | 37.6 |
| Mid Cap | 25.28 | 7.21 |
| Small Cap | 46.56 | 2.72 |
| Large Cap | 14.14 | 52.47 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Pharma and Healthcare Fund-Reg (G) |
Sundaram Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 10.93 | 34.67 |
| Basic Materials | 4.05 | 4.15 |
| Healthcare | 84.51 | 3.36 |
| Financial Services | 0.5 | 25.16 |
| Energy | - | 4.16 |
| Technology | - | 2.82 |
| Industrials | - | 7.53 |
| Consumer Defensive | - | 3.72 |
| Consumer Cyclical | - | 8.92 |
| Communication Services | - | 4.04 |
| Utilities | - | 0.98 |
| Real Estate | - | 0.48 |
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