Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybridDirect
JM Multi Asset Allocation Fund - Direct Plan - Growth Option
3Y ago—
5Y ago—
hybridDirect
WhiteOak Capital Multi Asset Allocation Fund - Direct Plan - Growth Option
3Y ago₹1.61 L
5Y ago—
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | JM Multi Asset Allocation Fund … | WhiteOak Capital Multi Asset Al… |
|---|---|---|
| Fund house | JM Financial Mutual Fund | WhiteOak Capital Mutual Fund |
| Category | Hybrid Schemes - Multi Asset Allocation Fund | Hybrid Schemes - Multi Asset Allocation Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹10.3152 | ₹16.827 |
| Assets managed (AUM) | — | — |
| 1M return | 1.64% | 1.50% |
| 6M return | — | 4.93% |
| 1Y return | — | 13.85% |
| 3Y CAGR | — | 17.15% |
| 5Y CAGR | — | — |
| Since inception CAGR | 29.73% | 17.02% |
| Bumpiness · 3Y (annualised σ) | 7.65 | 5.79 |
| Worst drop ever | -2.61% | -6.08% |
| Sharpe · 3Y (rf=6%) | 2.39 | 1.82 |