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) | ₹919 Cr | ₹3625 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 | 2.15 | 1.9 |
Manager | Piyush Baranwal | Dhimant Kothari |
ISIN Code | INF03VN01795 | INF205K01DN2 |
Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 |
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Month | 2.81% | 9.88% |
6 Month | 20.24% | 24.48% |
1 Year | - | 46.46% |
3 Year | - | 19.92% |
5 Year | - | 25.39% |
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 14.32% | 17.47% |
3 Year | 14.32% | 41.11% |
5 Year | 14.32% | 80.95% |
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Year | 17.29% | 24.46% |
3 Year | 17.29% | 60.44% |
5 Year | 17.29% | 89.51% |
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
---|---|---|
Standard Deviation | - | 12.65% |
Sharp | - | 0.94% |
Beta | - | 0.9% |
Alpha | - | -1.73% |
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Get Free Experts GuidanceScheme 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 | 16.64 | 10.96 |
Large Cap | 33.71 | 37.89 |
Small Cap | 27.15 | 23.9 |
Mid Cap | 22.53 | 27.25 |
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | -1.36 | 3.97 |
Financial | 28.93 | 23.94 |
Capital Goods | 10.41 | 12.93 |
Services | 11.92 | 7.86 |
Energy | 3.57 | 3.67 |
Consumer Staples | 6.55 | 9.81 |
Construction | 5.35 | 5.36 |
Materials | 3.46 | 2.72 |
Consumer Discretionary | 3.53 | 3.52 |
Healthcare | 10.38 | 9.85 |
Technology | 6.02 | 3.83 |
Automobile | 3.31 | 5.9 |
Metals & Mining | 2.92 | 1.37 |
Chemicals | 1.59 | 1.56 |
Communication | 0.98 | 1.89 |
Insurance | 0.95 | 0.95 |
Textiles | 1.29 | 0.87 |
Diversified | 0.23 | - |
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