BANDHAN MULTI CAP FUND vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
---|---|---|
Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹1481 Cr | ₹2365 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 22 Sep 2023 | 02 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 | % | 21% |
Expense Ratio | 2.06 | 1.99 |
Manager | Piyush Baranwal | Harshal Joshi |
ISIN Code | INF03VN01795 | INF194KB1CI6 |
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 | Bandhan 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) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
---|---|---|
1 Month | -5.14% | -3.94% |
6 Month | -7.55% | -12.94% |
1 Year | 9.23% | 4.47% |
3 Year | - | 15.51% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
---|---|---|
6 Month | - | - |
1 Year | -5.07% | -10.6% |
3 Year | - | 14.28% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
---|---|---|
1 Year | 34.95% | 24.99% |
3 Year | - | 18.27% |
5 Year | - | - |
Risk Management
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
---|---|---|
Standard Deviation | - | 13.445% |
Sharp | - | 0.735% |
Beta | - | 0.935% |
Alpha | - | 2.341% |
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Fund Managers
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
---|---|---|
Name | Piyush Baranwal | Harshal Joshi |
Total AUM | ₹5379 Cr | ₹42965 Cr |
Fund Manage | 9 | 20 |
WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
Market Cap
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
---|---|---|
Others | 4.87 | 2.59 |
Small Cap | 34.03 | 28.24 |
Large Cap | 33.63 | 45.85 |
Mid Cap | 27.47 | 23.41 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
---|---|---|
Others | 4.87 | 2.59 |
Realty | 3.56 | 2.7 |
Petroleum Products | 1.54 | 3.89 |
Industrial Products | 5.09 | 3.71 |
IT - Software | 5.54 | 6.16 |
Pharmaceuticals & Biotechnology | 5.83 | 8.4 |
Construction | 2.08 | 4.7 |
Cement & Cement Products | 0.9 | 1.71 |
Retailing | 5.33 | 3.62 |
Finance | 6.95 | 4.69 |
Healthcare Services | 2.2 | - |
Electrical Equipment | 4.45 | 1.86 |
Agricultural Food & other Products | 0.04 | - |
Non - Ferrous Metals | 0.36 | 1.05 |
Banks | 12.52 | 14.83 |
Leisure Services | 1.66 | 2.21 |
Paper, Forest & Jute Products | 0.12 | - |
Transport Services | 0.9 | 0.45 |
Auto Components | 2.95 | 3.49 |
Ferrous Metals | 1.04 | 1.99 |
Consumer Durables | 3.52 | 4.55 |
Personal Products | 1.65 | 0.78 |
Food Products | 1.33 | 1.56 |
Automobiles | 1.32 | 3.78 |
Power | 0.48 | 1.92 |
Telecom - Services | 2.14 | 1.25 |
Chemicals & Petrochemicals | 1.58 | 0.75 |
Insurance | 2.65 | 3.52 |
Beverages | 0.37 | 2.24 |
Healthcare Equipment & Supplies | 1.31 | - |
IT - Services | 1.19 | 0.8 |
Diversified | 0.23 | - |
Aerospace & Defense | 0.87 | - |
Oil | 0.79 | 1.06 |
Textiles & Apparels | 0.64 | - |
Capital Markets | 8.54 | 1.69 |
Commercial Services & Supplies | 0.6 | 1.33 |
Gas | 0.27 | 1.38 |
Financial Technology (Fintech) | 0.72 | 0.17 |
Diversified FMCG | 0.23 | 1.01 |
Minerals & Mining | 0.42 | - |
Household Products | 0.88 | - |
Entertainment | 0.34 | - |
Telecom - Equipment & Accessories | - | 1.05 |
Industrial Manufacturing | - | 1.22 |
Diversified Metals | - | 0.3 |
Fertilizers & Agrochemicals | - | 1.68 |
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