LIC MF Multi Cap Fund Regular 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 LIC MF Multi Cap Fund Regular - Growth

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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) LIC MF Multi Cap Fund Regular - Growth
Fund WhiteOak Capital Multi Cap Fund - Regular (G) LIC MF Multi Cap Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1308 Cr ₹1350 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 22 Sep 2023 31 Oct 2022
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 % %
Expense Ratio 2.08 2.08
Manager Piyush Baranwal Yogesh Patil
ISIN Code INF03VN01795 INF767K01RH3
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 LIC MF Multi Cap Fund - Regular Plan - 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) LIC MF Multi Cap Fund Regular - Growth
1 Month -5.83% -5.19%
6 Month 0.7% -0.52%
1 Year 18.75% 23.16%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) LIC MF Multi Cap Fund Regular - Growth
6 Month - -
1 Year 11.91% 13.24%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) LIC MF Multi Cap Fund Regular - Growth
1 Year 40.36% 41.75%
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) LIC MF Multi Cap Fund Regular - Growth
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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Fund Managers

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) LIC MF Multi Cap Fund Regular - Growth
Name Piyush Baranwal Yogesh Patil
Total AUM ₹5379 Cr ₹5898 Cr
Fund Manage 9 7
WhiteOak Capital Multi Cap Fund - Regular (G) LIC MF Multi Cap Fund Regular - Growth

Market Cap

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

LIC MF Multi Cap Fund Regular - Growth

Others 4.87 2.48
Small Cap 34.03 39.49
Large Cap 33.63 32.56
Mid Cap 27.47 25.46

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

LIC MF Multi Cap Fund Regular - Growth

Others 4.87 2.48
Realty 3.56 1.5
Petroleum Products 1.54 2.91
Industrial Products 5.09 10.81
IT - Software 5.54 5.72
Pharmaceuticals & Biotechnology 5.83 2.77
Construction 2.08 2.24
Cement & Cement Products 0.9 1.96
Retailing 5.33 3.32
Finance 6.95 4.36
Healthcare Services 2.2 1.23
Electrical Equipment 4.45 7.31
Agricultural Food & other Products 0.04 0.99
Non - Ferrous Metals 0.36 1.02
Banks 12.52 13.31
Leisure Services 1.66 1.3
Paper, Forest & Jute Products 0.12 -
Transport Services 0.9 -
Auto Components 2.95 5.97
Ferrous Metals 1.04 -
Consumer Durables 3.52 2.95
Personal Products 1.65 1.29
Food Products 1.33 1.42
Automobiles 1.32 4.08
Power 0.48 -
Telecom - Services 2.14 1.63
Chemicals & Petrochemicals 1.58 2.99
Insurance 2.65 0.74
Beverages 0.37 2.33
Healthcare Equipment & Supplies 1.31 -
IT - Services 1.19 -
Diversified 0.23 -
Aerospace & Defense 0.87 -
Oil 0.79 -
Textiles & Apparels 0.64 2.53
Capital Markets 8.54 -
Commercial Services & Supplies 0.6 -
Gas 0.27 1.23
Financial Technology (Fintech) 0.72 -
Diversified FMCG 0.23 0.78
Minerals & Mining 0.42 -
Household Products 0.88 -
Entertainment 0.34 1.91
Agricultural, Commercial & Construction Vehicles - 1.07
Fertilizers & Agrochemicals - 3.81
Industrial Manufacturing - 2.03

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