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 | 6.58% | 6.83% |
6 Month | -9.56% | -12.86% |
1 Year | 12.58% | 13.55% |
3 Year | - | 18.85% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -5.85% | -5.87% |
1 Year | -5.11% | -6.53% |
3 Year | - | 21.29% |
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 | 12.45 | 8.91 |
Large Cap | 34.59 | 42.05 |
Mid Cap | 23.66 | 25.04 |
Small Cap | 29.31 | 24 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Axis Multicap Fund - Regular Plan - Growth |
---|---|---|
Others | 9.11 | 8.87 |
Energy | 2.52 | 2.07 |
Industrials | 11.86 | 14.92 |
Financial Services | 27.44 | 18.9 |
Technology | 10.32 | 11.72 |
Basic Materials | 4.91 | 4.65 |
Consumer Cyclical | 14.08 | 15.35 |
Healthcare | 9.5 | 11.51 |
Consumer Defensive | 2.51 | 2.75 |
Real Estate | 3.09 | 5.34 |
Utilities | 1.19 | 1.4 |
Communication Services | 3.47 | 2.52 |
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