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Axis Multicap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Axis Multicap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Axis Multicap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Moderately High |
| Asset Size (Cr) | ₹1481 Cr | ₹6749 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 22 Sep 2023 | 16 Dec 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 | % | 11.16% |
| Expense Ratio | 2.06 | 1.81 |
| Manager | Piyush Baranwal | Shreyash Devalkar |
| ISIN Code | INF03VN01795 | INF846K016E3 |
| 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 | Axis Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.28% | 5.54% |
| 6 Month | -7.34% | -8.9% |
| 1 Year | 12.69% | 13.04% |
| 3 Year | - | 18.79% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.43% | -2.42% |
| 1 Year | -2.21% | -5.34% |
| 3 Year | - | 21.19% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 31.76% | 30.38% |
| 3 Year | - | 19.51% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 14.263% |
| Sharp | - | 0.881% |
| Beta | - | 0.949% |
| Alpha | - | 4.882% |
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Fund Managers
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Piyush Baranwal | Shreyash Devalkar |
| Total AUM | ₹5379 Cr | ₹166770 Cr |
| Funds Managed | 9 | 14 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | Axis Multicap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 13.83 | 8.91 |
| Large Cap | 34.03 | 42.05 |
| Mid Cap | 24.75 | 25.04 |
| Small Cap | 27.39 | 24 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.79 | 8.87 |
| Communication Services | 3.79 | 2.52 |
| Energy | 3.02 | 2.07 |
| Industrials | 10.09 | 14.92 |
| Financial Services | 27.01 | 18.9 |
| Technology | 9.56 | 11.72 |
| Basic Materials | 4.27 | 4.65 |
| Consumer Cyclical | 13.67 | 15.35 |
| Healthcare | 9.06 | 11.51 |
| Real Estate | 3.86 | 5.34 |
| Consumer Defensive | 3.21 | 2.75 |
| Utilities | 0.67 | 1.4 |
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