LIC MF Multi Cap Fund Regular vs WhiteOak Capital Multi Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon LIC MF Multi Cap Fund Regular - Growth

Invest Now

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% 5.72%
6 Month 20.24% 27.98%
1 Year - 46.72%
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 17.29% 30.95%
3 Year 17.29% 41.66%
5 Year 17.29% 41.66%

Risk Management

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

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Small Cap 27.15 39.29
Mid Cap 22.53 26.19

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

Top Comparisons

Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth

3Y Returns0%

VS

Tata Gold ETF Fund of Fund - Regular (G) Tata Gold ETF Fund of Fund - Regular (G)

3Y Returns0%

Compare Now

ICICI Prudential Money Market Fund Option - Growth ICICI Prudential Money Market Fund Option - Growth

3Y Returns6.16%

VS

Kotak Money Market Scheme - (Growth) Kotak Money Market Scheme - (Growth)

3Y Returns6.16%

Compare Now

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns27.67%

VS

Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option

3Y Returns17.89%

Compare Now

SBI Short Term Debt Fund - Regular Plan -Growth SBI Short Term Debt Fund - Regular Plan -Growth

3Y Returns5.4%

VS

Axis Short Term Fund - Regular Plan - Growth Option Axis Short Term Fund - Regular Plan - Growth Option

3Y Returns5.6%

Compare Now
Request call back
Add to Cart Successfully