- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
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) | ₹286 Cr | ₹2452 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 | 0.93% | 1.21% |
| 6 Month | -1.64% | 6.52% |
| 1 Year | 29.65% | 12.56% |
| 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 | 0.63% | 4.81% |
| 1 Year | 5.07% | 9.06% |
| 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 | 25.95% | 10.98% |
| 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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 11.42 | 36.18 |
| Small Cap | 32.62 | 3.59 |
| Mid Cap | 29.67 | 5.13 |
| Large Cap | 26.29 | 55.1 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Pharma and Healthcare Fund-Reg (G) |
Sundaram Multi Asset Allocation Fund-Reg (G) |
|---|---|---|
| Others | 9.31 | 34.72 |
| Basic Materials | 3.7 | 4.45 |
| Healthcare | 86.5 | 2.37 |
| Financial Services | 0.49 | 19.73 |
| Energy | - | 5.99 |
| Technology | - | 7.23 |
| Industrials | - | 5.59 |
| Consumer Defensive | - | 3.76 |
| Consumer Cyclical | - | 8.54 |
| Communication Services | - | 5.67 |
| Utilities | - | 0.93 |
| Real Estate | - | 1.04 |
Top Comparisons
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns21.33%
Quant Value Fund Regular - Growth
3Y Returns25.18%
BANDHAN Flexi Cap Fund - Regular Plan - Growth
3Y Returns17.61%
Sundaram Flexicap Fund Regular Growth
3Y Returns0%
Tata Quant Fund-Regular Plan-Growth
3Y Returns-100%
HSBC Business Cycles Fund - Regular Growth
3Y Returns25.13%
Invesco India Corporate Bond Fund - Growth
3Y Returns7.65%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns7.43%
