WhiteOak Capital Pharma and Healthcare Fund vs Sundaram Multi Asset Allocation Fund compare

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WhiteOak Capital Pharma and Healthcare Fund-Reg (G)

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Sundaram Multi Asset Allocation Fund-Reg (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹364 Cr	₹2688 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

Scheme Name	WhiteOak Capital Pharma and Healthcare Fund-Reg (G)	Sundaram Multi Asset Allocation Fund-Reg (G)
1 Month	4.52%	-0.97%
6 Month	9.94%	8.67%
1 Year	22.75%	7.6%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Pharma and Healthcare Fund-Reg (G)	Sundaram Multi Asset Allocation Fund-Reg (G)
6 Month	10.5%	3.94%
1 Year	21.16%	12.24%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Pharma and Healthcare Fund-Reg (G)	Sundaram Multi Asset Allocation Fund-Reg (G)
1 Year	25.99%	10.81%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Pharma and Healthcare Fund-Reg (G)	Sundaram Multi Asset Allocation Fund-Reg (G)
Standard Deviation	-	-
Sharp	-	-
Beta	-	-
Alpha	-	-

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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)

Scheme Name	WhiteOak Capital Pharma and Healthcare Fund-Reg (G)	Sundaram Multi Asset Allocation Fund-Reg (G)
Others	10.16	36.48
Mid Cap	28.48	6.35
Small Cap	37.96	3.15
Large Cap	23.41	54.02

Scheme Name	WhiteOak Capital Pharma and Healthcare Fund-Reg (G)	Sundaram Multi Asset Allocation Fund-Reg (G)
Others	7.54	33.86
Basic Materials	3.9	4.28
Healthcare	87.9	3.31
Financial Services	0.66	21.85
Energy	-	5.5
Technology	-	6.41
Industrials	-	5.56
Consumer Defensive	-	4.35
Consumer Cyclical	-	8.94
Communication Services	-	4.5
Utilities	-	1.08
Real Estate	-	0.37