Axis Multicap Fund 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 Axis Multicap Fund - Regular Plan - 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) 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 Very High
Asset Size (Cr) ₹919 Cr ₹5974 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 22 Sep 2023 05 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 2.15 1.82
Manager Piyush Baranwal Shreyash Devalkar
ISIN Code INF03VN01795 INF846K016E3
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Axis Multicap Fund - Regular Plan - Growth
1 Month 2.81% 4.27%
6 Month 20.24% 24.98%
1 Year - 55%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Axis Multicap Fund - Regular Plan - Growth
6 Month - -
1 Year 14.32% 21.65%
3 Year 14.32% 46.87%
5 Year 14.32% 46.87%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Axis Multicap Fund - Regular Plan - Growth
1 Year 45.11% 26.34%
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Axis Multicap Fund - Regular Plan - Growth
Standard Deviation - 15.22%
Sharp - -
Beta - -
Alpha - -

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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
Fund Manage 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 16.64 6.01
Large Cap 33.71 45.76
Mid Cap 22.53 23.36
Small Cap 27.15 24.89

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Axis Multicap Fund - Regular Plan - Growth

Others -1.36 1.94
Financial 28.93 16.9
Automobile 3.31 13.7
Insurance 0.95 1.32
Healthcare 10.38 8.89
Services 11.92 5.99
Metals & Mining 2.92 1.5
Energy 3.57 5.82
Materials 3.46 1.85
Technology 6.02 6.89
Construction 5.35 8.3
Capital Goods 10.41 12.91
Consumer Staples 6.55 2.81
Consumer Discretionary 3.53 5.14
Communication 0.98 2.08
Textiles 1.29 -
Chemicals 1.59 2.85
Diversified 0.23 1.13

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