Invesco India Multicap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Invesco India Multicap Fund - Growth Option
Chart Comparison
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1308 Cr | ₹3810 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Sep 2023 | 17 Mar 2008 |
| 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 | % | 52% |
| Expense Ratio | 2.08 | 1.89 |
| Manager | Piyush Baranwal | Dhimant Kothari |
| ISIN Code | INF03VN01795 | INF205K01DN2 |
| 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 | Invesco India Multicap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Month | 4.34% | 6.62% |
| 6 Month | 9.8% | 10.7% |
| 1 Year | 28.97% | 30.87% |
| 3 Year | - | 19.63% |
| 5 Year | - | 23% |
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 26.07% | 28.53% |
| 3 Year | - | 29.01% |
| 5 Year | - | 26.34% |
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Year | 44.46% | 15.03% |
| 3 Year | - | 18.03% |
| 5 Year | - | 18.2% |
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.65% |
| Sharp | - | 0.92% |
| Beta | - | 0.89% |
| Alpha | - | 1.41% |
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| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Dhimant Kothari |
| Total AUM | ₹5379 Cr | ₹8118 Cr |
| Fund Manage | 9 | 7 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 4.87 | 2.22 |
| Small Cap | 34.03 | 31.92 |
| Large Cap | 33.63 | 32.99 |
| Mid Cap | 27.47 | 32.87 |
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 4.87 | 2.22 |
| Realty | 3.56 | 2.93 |
| Petroleum Products | 1.54 | - |
| Industrial Products | 5.09 | 6.25 |
| IT - Software | 5.54 | 8.72 |
| Pharmaceuticals & Biotechnology | 5.83 | 6.79 |
| Construction | 2.08 | - |
| Cement & Cement Products | 0.9 | 3.22 |
| Retailing | 5.33 | 8.23 |
| Finance | 6.95 | 7.04 |
| Healthcare Services | 2.2 | 1.41 |
| Electrical Equipment | 4.45 | 5.72 |
| Agricultural Food & other Products | 0.04 | 2.03 |
| Non - Ferrous Metals | 0.36 | - |
| Banks | 12.52 | 6.54 |
| Leisure Services | 1.66 | 0.76 |
| Paper, Forest & Jute Products | 0.12 | 1.9 |
| Transport Services | 0.9 | 1.23 |
| Auto Components | 2.95 | 3.17 |
| Ferrous Metals | 1.04 | 0.88 |
| Consumer Durables | 3.52 | 7.21 |
| Personal Products | 1.65 | - |
| Food Products | 1.33 | 1.99 |
| Automobiles | 1.32 | - |
| Power | 0.48 | - |
| Telecom - Services | 2.14 | 1.88 |
| Chemicals & Petrochemicals | 1.58 | 1.64 |
| Insurance | 2.65 | 2.17 |
| Beverages | 0.37 | 2.6 |
| Healthcare Equipment & Supplies | 1.31 | 1.43 |
| IT - Services | 1.19 | - |
| Diversified | 0.23 | - |
| Aerospace & Defense | 0.87 | 1.55 |
| Oil | 0.79 | - |
| Textiles & Apparels | 0.64 | - |
| Capital Markets | 8.54 | 4.27 |
| Commercial Services & Supplies | 0.6 | 1.73 |
| Gas | 0.27 | - |
| Financial Technology (Fintech) | 0.72 | 1.55 |
| Diversified FMCG | 0.23 | - |
| Minerals & Mining | 0.42 | - |
| Household Products | 0.88 | - |
| Entertainment | 0.34 | - |
| Industrial Manufacturing | - | 2.94 |
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