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

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

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

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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 Very High
Asset Size (Cr) ₹1308 Cr ₹6234 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 2.08 1.83
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 4.34% 2.65%
6 Month 9.8% 3.31%
1 Year 28.97% 22.41%
3 Year - 16.53%
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 26.07% 16.14%
3 Year - 22.6%
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 44.46% 17.17%
3 Year - 18.99%
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Standard Deviation - 11.64%
Sharp - 1.05%
Beta - 0.83%
Alpha - -0.28%

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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

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