Edelweiss Multi Cap 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 Edelweiss Multi Cap 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) Edelweiss Multi Cap Fund - Regular (G)
Fund WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹919 Cr ₹1875 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 22 Sep 2023 26 Oct 2023
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 % %
Expense Ratio 2.15 1.99
Manager Piyush Baranwal Trideep Bhattacharya
ISIN Code INF03VN01795 INF754K01RW0
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
1 Month 2.81% 3.92%
6 Month 20.24% 24.64%
1 Year - -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
6 Month - -
1 Year 14.32% 12.77%
3 Year 14.32% 12.77%
5 Year 14.32% 12.77%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
1 Year 17.29% 18.72%
3 Year 17.29% 18.72%
5 Year 17.29% 18.72%

Risk Management

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

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Fund Managers

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
Name Piyush Baranwal Trideep Bhattacharya
Total AUM ₹5379 Cr ₹0 Cr
Fund Manage 9 9
WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)

Market Cap

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Edelweiss Multi Cap Fund - Regular (G)

Others 16.64 7.82
Large Cap 33.71 43.64
Mid Cap 22.53 24.99
Small Cap 27.15 23.55

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Edelweiss Multi Cap Fund - Regular (G)

Others -1.36 2.08
Financial 28.93 23.63
Automobile 3.31 8.08
Insurance 0.95 0.5
Healthcare 10.38 5.64
Services 11.92 9
Metals & Mining 2.92 5.41
Energy 3.57 4.16
Materials 3.46 4.09
Technology 6.02 6.7
Construction 5.35 5.24
Capital Goods 10.41 12.5
Consumer Staples 6.55 5.13
Consumer Discretionary 3.53 2.9
Communication 0.98 3.39
Textiles 1.29 -
Chemicals 1.59 1.55
Diversified 0.23 -

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