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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
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 | Very High |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Month | 6.49% | 7.13% |
| 6 Month | -9.78% | -13.54% |
| 1 Year | 10.31% | 8.69% |
| 3 Year | - | 15.96% |
| 5 Year | - | 27.65% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | -5.85% | -8.31% |
| 1 Year | -5.11% | -10.38% |
| 3 Year | - | 17.12% |
| 5 Year | - | 18.63% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Year | 31.76% | 15.33% |
| 3 Year | - | 18.01% |
| 5 Year | - | 18.46% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.65% |
| Sharp | - | 0.59% |
| Beta | - | 0.93% |
| Alpha | - | 0.77% |
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Fund Managers
| 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 |
| Funds Managed | 9 | 7 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 12.45 | 4.58 |
| Large Cap | 34.59 | 37.36 |
| Mid Cap | 23.66 | 30.74 |
| Small Cap | 29.31 | 27.32 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 9.11 | 2.33 |
| Energy | 2.52 | - |
| Industrials | 11.86 | 19.03 |
| Financial Services | 27.44 | 17.59 |
| Technology | 10.32 | 11.31 |
| Basic Materials | 4.91 | 8.77 |
| Consumer Cyclical | 14.08 | 13.88 |
| Healthcare | 9.5 | 12.43 |
| Consumer Defensive | 2.51 | 6.67 |
| Real Estate | 3.09 | 3.17 |
| Utilities | 1.19 | 2.58 |
| Communication Services | 3.47 | 2.25 |
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