All comparisons
Head-to-head
JM Multi Asset Allocation Fund - Direct Plan - Growth OptionvsWhiteOak Capital Multi Asset Allocation Fund - Direct Plan - Growth Option
Side-by-side comparison of JM Multi Asset Allocation Fund - Direct Plan - Growth Option and WhiteOak Capital Multi Asset Allocation Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybrid
JM Multi Asset Allocation Fund - Direct Plan - Growth Option
3Y ago—
5Y ago—
hybrid
WhiteOak Capital Multi Asset Allocation Fund - Direct Plan - Growth Option
3Y ago₹1.61 L
5Y ago—
Normalised price over time
Both funds start 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 |
| Latest NAV | ₹10.3152 | ₹16.827 |
| Assets managed (AUM) | — | — |
| 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 |
Explore each fund individually
JM Multi Asset Allocation Fund - Direct Plan - Growth Option →WhiteOak Capital Multi Asset Allocation Fund - Direct Plan - Growth Option →
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