Aditya Birla Sun Life Multi vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Chart Comparison
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% |
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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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