Edelweiss Multi Cap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Edelweiss Multi Cap Fund - Regular (G)
Chart Comparison
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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