Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Aditya Birla Sun Life Multi vs WhiteOak Capital Multi Cap Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

Invest Now

tortoise-icon Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Fund WhiteOak Capital Multi Cap Fund - Regular (G) Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹1481 Cr ₹5879 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹500
Launch Date 22 Sep 2023 07 May 2021
Category Multi Cap Multi Cap
Fund Type Open Ended Open Ended
Benchmark Nifty 500 Multicap 50:25:25 TRI Nifty 500 Multicap 50:25:25 TRI
Turn Over % 37%
Expense Ratio 2.06 1.84
Manager Piyush Baranwal Dhaval Joshi
ISIN Code INF03VN01795 INF209KB1Y23
Exits Load WhiteOak Capital Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Month -5.14% -5.82%
6 Month -7.55% -12.28%
1 Year 9.23% 3.94%
3 Year - 12.92%
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
6 Month - -
1 Year -4.33% -12.29%
3 Year - 12.56%
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Year 34.95% 17.77%
3 Year - 17.97%
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Standard Deviation - 13.457%
Sharp - 0.541%
Beta - 0.917%
Alpha - -0.116%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Name Piyush Baranwal Dhaval Joshi
Total AUM ₹5379 Cr ₹361932 Cr
Fund Manage 9 55
WhiteOak Capital Multi Cap Fund - Regular (G) Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Market Cap

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Others 4.87 1.96
Small Cap 34.03 26.6
Large Cap 33.63 45.5
Mid Cap 27.47 25.94

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Others 4.87 1.96
Realty 3.56 -
Petroleum Products 1.54 -
Industrial Products 5.09 -
IT - Software 5.54 -
Pharmaceuticals & Biotechnology 5.83 -
Construction 2.08 7.43
Cement & Cement Products 0.9 -
Retailing 5.33 -
Finance 6.95 -
Healthcare Services 2.2 -
Electrical Equipment 4.45 -
Agricultural Food & other Products 0.04 -
Non - Ferrous Metals 0.36 -
Banks 12.52 -
Leisure Services 1.66 -
Paper, Forest & Jute Products 0.12 -
Transport Services 0.9 -
Auto Components 2.95 -
Ferrous Metals 1.04 -
Consumer Durables 3.52 -
Personal Products 1.65 -
Food Products 1.33 -
Automobiles 1.32 -
Power 0.48 -
Telecom - Services 2.14 -
Chemicals & Petrochemicals 1.58 -
Insurance 2.65 1.61
Beverages 0.37 -
Healthcare Equipment & Supplies 1.31 -
IT - Services 1.19 -
Diversified 0.23 -
Aerospace & Defense 0.87 -
Oil 0.79 -
Textiles & Apparels 0.64 -
Capital Markets 8.54 -
Commercial Services & Supplies 0.6 -
Gas 0.27 -
Financial Technology (Fintech) 0.72 -
Diversified FMCG 0.23 -
Minerals & Mining 0.42 -
Household Products 0.88 -
Entertainment 0.34 -
Energy - 7.74
Technology - 5.11
Automobile - 7.17
Materials - 4.67
Healthcare - 9.08
Metals & Mining - 3.21
Financial - 21.64
Services - 6.67
Capital Goods - 11.52
Consumer Staples - 3.62
Consumer Discretionary - 4.47
Communication - 2.47
Chemicals - 1.63

Top Comparisons

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns10.32%

VS

Quant Absolute Fund-Growth Quant Absolute Fund-Growth

3Y Returns11.91%

Compare Now

SBI Corporate Bond Fund - Regular Plan - Growth SBI Corporate Bond Fund - Regular Plan - Growth

3Y Returns6.08%

VS

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns5.53%

Compare Now

ICICI Prudential Global Stable Equity Fund (FOF) - Growth ICICI Prudential Global Stable Equity Fund (FOF) - Growth

3Y Returns9.31%

VS

Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns22.42%

Compare Now

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.2%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.65%

Compare Now
Add to Cart Successfully