Invesco India Multicap Fund vs WhiteOak Capital Multi Cap Fund compare

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WhiteOak Capital Multi Cap Fund - Regular (G)

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Invesco India Multicap Fund - Growth Option

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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)	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 Risk	Very High Risk
Asset Size (Cr)	₹1481 Cr	₹3728 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	2.06	1.88
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	-5.14%	-6.42%
6 Month	-7.55%	-10.62%
1 Year	9.23%	7.72%
3 Year	-	15.89%
5 Year	-	17.31%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
6 Month	-	-
1 Year	-4.33%	-8.7%
3 Year	-	16.51%
5 Year	-	18.92%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
1 Year	34.95%	15.33%
3 Year	-	18.01%
5 Year	-	18.46%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
Standard Deviation	-	12.65%
Sharp	-	0.66%
Beta	-	0.92%
Alpha	-	0.78%

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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