Invesco India Multicap Fund vs WhiteOak Capital Multi Cap Fund compare

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tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

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tortoise-icon 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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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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
Fund Manage 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 16.64 10.96
Large Cap 33.71 37.89
Small Cap 27.15 23.9
Mid Cap 22.53 27.25

Sector Allocation

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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