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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) ₹1481 Cr ₹2506 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 22 Sep 2023 25 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 2.06 1.94
Manager Piyush Baranwal Trideep Bhattacharya
ISIN Code INF03VN01795 INF754K01RW0
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 Edelweiss Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
1 Month -2.6% -3.88%
6 Month -10.65% -15.54%
1 Year 8.73% 4.22%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
6 Month -9.79% -12.67%
1 Year -12.26% -19.52%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
1 Year 34.95% 33.22%
3 Year - -
5 Year - -

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 12.44656 3.11499
Large Cap 34.5905 44.55746
Mid Cap 23.65795 27.24353
Small Cap 29.30503 25.08404

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Edelweiss Multi Cap Fund - Regular (G)

Others 9.10977 2.08201
Energy 2.5205 2.57005
Industrials 11.85972 12.30777
Financial Services 27.43685 27.99255
Technology 10.32055 13.48337
Basic Materials 4.91279 5.25189
Consumer Cyclical 14.08014 13.89667
Healthcare 9.49555 9.2895
Consumer Defensive 2.51429 6.00012
Real Estate 3.09243 2.5472
Utilities 1.18743 1.94952
Communication Services 3.47002 2.62937

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