Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Multicap Fund vs WhiteOak Capital Multi Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Axis Multicap Fund - Regular Plan - Growth

Invest Now

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 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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns6.23%

VS

SBI Short Term Debt Fund - Regular Plan -Growth SBI Short Term Debt Fund - Regular Plan -Growth

3Y Returns6.44%

Compare Now

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

3Y Returns14.28%

VS

Edelweiss Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now

SBI Focused Equity Fund - Regular Plan -Growth SBI Focused Equity Fund - Regular Plan -Growth

3Y Returns12.42%

VS

DSP Focus Fund - Regular Plan - Growth DSP Focus Fund - Regular Plan - Growth

3Y Returns16.93%

Compare Now

Kotak Bluechip Fund - Growth Kotak Bluechip Fund - Growth

3Y Returns13.6%

VS

Sundaram Large Cap Fund Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth

3Y Returns10.98%

Compare Now
Add to Cart Successfully