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) ₹919 Cr ₹1185 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 2.15 2.11
Manager Piyush Baranwal Yogesh Patil
ISIN Code INF03VN01795 INF767K01RH3
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) LIC MF Multi Cap Fund Regular - Growth
1 Month 2.81% -5.46%
6 Month 20.24% 17.22%
1 Year - 45.36%
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 14.32% 21.18%
3 Year 14.32% 34.12%
5 Year 14.32% 34.12%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) LIC MF Multi Cap Fund Regular - Growth
1 Year 45.11% 41.99%
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 16.64 4.76
Large Cap 33.71 29.76
Mid Cap 22.53 26.19
Small Cap 27.15 39.29

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

LIC MF Multi Cap Fund Regular - Growth

Others -1.36 2.26
Financial 28.93 18.46
Automobile 3.31 11.44
Insurance 0.95 0.96
Healthcare 10.38 4.6
Services 11.92 10.24
Metals & Mining 2.92 -
Energy 3.57 4.61
Materials 3.46 5.14
Technology 6.02 4.56
Construction 5.35 3.99
Capital Goods 10.41 18.55
Consumer Staples 6.55 5.15
Consumer Discretionary 3.53 3.32
Communication 0.98 -
Textiles 1.29 1.32
Chemicals 1.59 4.62
Diversified 0.23 0.78

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