Nippon India Multi Cap 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 Nippon India Multi Cap Fund-Growth Plan-Bonus 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) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Fund WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1308 Cr ₹34899 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 22 Sep 2023 28 Mar 2005
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 % 44%
Expense Ratio 2.08 1.6
Manager Piyush Baranwal Ashutosh Bhargava
ISIN Code INF03VN01795 INF204K01471
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 For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
1 Month 4.34% 1.9%
6 Month 9.8% 1.34%
1 Year 28.97% 27.14%
3 Year - 26.08%
5 Year - 24.17%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
6 Month - -
1 Year 26.07% 17.19%
3 Year - 29.66%
5 Year - 30.86%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
1 Year 44.46% 15.55%
3 Year - 14.81%
5 Year - 15.32%

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Standard Deviation - 13.06%
Sharp - 1.37%
Beta - 0.87%
Alpha - 7.92%

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Fund Managers

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Name Piyush Baranwal Ashutosh Bhargava
Total AUM ₹5379 Cr ₹121448 Cr
Fund Manage 9 12
WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option

Market Cap

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Nippon India Multi Cap Fund-Growth Plan-Bonus Option

Others 4.87 1.98
Small Cap 34.03 29.87
Large Cap 33.63 42.73
Mid Cap 27.47 25.42

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Nippon India Multi Cap Fund-Growth Plan-Bonus Option

Others 4.87 1.98
Realty 3.56 0.08
Petroleum Products 1.54 3.1
Industrial Products 5.09 3.14
IT - Software 5.54 4.05
Pharmaceuticals & Biotechnology 5.83 5.38
Construction 2.08 3.2
Cement & Cement Products 0.9 0.75
Retailing 5.33 3.49
Finance 6.95 5.14
Healthcare Services 2.2 1.43
Electrical Equipment 4.45 6.4
Agricultural Food & other Products 0.04 0.4
Non - Ferrous Metals 0.36 -
Banks 12.52 16.09
Leisure Services 1.66 6.66
Paper, Forest & Jute Products 0.12 -
Transport Services 0.9 2.13
Auto Components 2.95 5.52
Ferrous Metals 1.04 0.44
Consumer Durables 3.52 3.86
Personal Products 1.65 1.42
Food Products 1.33 -
Automobiles 1.32 1.05
Power 0.48 5.09
Telecom - Services 2.14 0.42
Chemicals & Petrochemicals 1.58 3.02
Insurance 2.65 3.51
Beverages 0.37 0.31
Healthcare Equipment & Supplies 1.31 -
IT - Services 1.19 -
Diversified 0.23 0.44
Aerospace & Defense 0.87 -
Oil 0.79 -
Textiles & Apparels 0.64 0.69
Capital Markets 8.54 3.98
Commercial Services & Supplies 0.6 0.47
Gas 0.27 -
Financial Technology (Fintech) 0.72 0.72
Diversified FMCG 0.23 1.57
Minerals & Mining 0.42 -
Household Products 0.88 -
Entertainment 0.34 1.66
Industrial Manufacturing - 2.21
Agricultural, Commercial & Construction Vehicles - 0.2

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