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DSP 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 DSP Multicap Fund - Regular (G)

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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) DSP Multicap Fund - Regular (G)
Fund WhiteOak Capital Multi Cap Fund - Regular (G) DSP Multicap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1481 Cr ₹1899 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 22 Sep 2023 30 Jan 2024
Category Multi Cap Multi Cap
Fund Type Open Ended Open Ended
Benchmark Nifty 500 Multicap 50:25:25 TRI NIFTY500 MULTICAP 50:25:25 TRI
Turn Over % %
Expense Ratio 2.06 2.01
Manager Piyush Baranwal Chirag Dagli
ISIN Code INF03VN01795 INF740KA1TZ4
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 DSP 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) DSP Multicap Fund - Regular (G)
1 Month 2.7% 3.86%
6 Month -1.97% -8.33%
1 Year 13.92% 9.16%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) DSP Multicap Fund - Regular (G)
6 Month -1.43% -2.93%
1 Year -2.21% -11.63%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) DSP Multicap Fund - Regular (G)
1 Year 31.76% 12.21%
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) DSP Multicap Fund - Regular (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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Fund Managers

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) DSP Multicap Fund - Regular (G)
Name Piyush Baranwal Chirag Dagli
Total AUM ₹5379 Cr ₹0 Cr
Funds Managed 9 2
WhiteOak Capital Multi Cap Fund - Regular (G) DSP Multicap Fund - Regular (G)

Market Cap

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

DSP Multicap Fund - Regular (G)

Others 13.83 4.5
Large Cap 34.03 31.59
Mid Cap 24.75 26.06
Small Cap 27.39 37.85

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

DSP Multicap Fund - Regular (G)

Others 11.79 3.56
Communication Services 3.79 -
Energy 3.02 2.83
Industrials 10.09 11.06
Financial Services 27.01 24.09
Technology 9.56 6.59
Basic Materials 4.27 13.58
Consumer Cyclical 13.67 13.21
Healthcare 9.06 16.52
Real Estate 3.86 -
Consumer Defensive 3.21 6.47
Utilities 0.67 2.1

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