SBI Multicap Fund vs WhiteOak Capital Multi Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon SBI Multicap Fund- Regular Plan- Growth Option

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) SBI Multicap Fund- Regular Plan- Growth Option
Fund WhiteOak Capital Multi Cap Fund - Regular (G) SBI Multicap Fund- Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹919 Cr ₹17003 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 22 Sep 2023 05 Mar 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 % 18%
Expense Ratio 2.15 1.7
Manager Piyush Baranwal Rama Iyer Srinivasan
ISIN Code INF03VN01795 INF200KA15E8
Exits Load Exit load of 1%, if redeemed within 1 month./365 For units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) SBI Multicap Fund- Regular Plan- Growth Option
1 Month 2.81% 2.82%
6 Month 20.24% 22.98%
1 Year - 39.14%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) SBI Multicap Fund- Regular Plan- Growth Option
6 Month - -
1 Year 14.32% 17.31%
3 Year 14.32% 33.15%
5 Year 14.32% 33.15%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) SBI Multicap Fund- Regular Plan- Growth Option
1 Year 17.29% 19.34%
3 Year 17.29% 35.95%
5 Year 17.29% 35.95%

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) SBI Multicap Fund- Regular Plan- Growth Option
Standard Deviation - 15.58%
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) SBI Multicap Fund- Regular Plan- Growth Option
Name Piyush Baranwal Rama Iyer Srinivasan
Total AUM ₹5379 Cr ₹158765 Cr
Fund Manage 9 8
WhiteOak Capital Multi Cap Fund - Regular (G) SBI Multicap Fund- Regular Plan- Growth Option

Market Cap

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

SBI Multicap Fund- Regular Plan- Growth Option

Others 16.64 4.97
Large Cap 33.71 37.23
Mid Cap 22.53 25.78
Small Cap 27.15 32.02

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

SBI Multicap Fund- Regular Plan- Growth Option

Others -1.36 3.7
Financial 28.93 21.07
Automobile 3.31 6.2
Insurance 0.95 -
Healthcare 10.38 7.24
Services 11.92 11.52
Metals & Mining 2.92 7.46
Energy 3.57 6.46
Materials 3.46 -
Technology 6.02 3.81
Construction 5.35 -
Capital Goods 10.41 2.2
Consumer Staples 6.55 5.36
Consumer Discretionary 3.53 9.52
Communication 0.98 4.26
Textiles 1.29 6.03
Chemicals 1.59 4.53
Diversified 0.23 -
Sovereign - 0.64

Top Comparisons

Nippon India Large Cap Fund- Growth Plan Bonus Option Nippon India Large Cap Fund- Growth Plan Bonus Option

3Y Returns20.67%

VS

DSP Top 100 Equity Fund - Regular Plan - Growth DSP Top 100 Equity Fund - Regular Plan - Growth

3Y Returns15.99%

Compare Now

DSP India T.I.G.E.R. Fund - Regular Plan - Growth DSP India T.I.G.E.R. Fund - Regular Plan - Growth

3Y Returns36.02%

VS

Sundaram Infrastructure Advantage Fund Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

3Y Returns28.1%

Compare Now

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns4.87%

VS

Axis Corporate Bond Fund - Regular Plan Growth Axis Corporate Bond Fund - Regular Plan Growth

3Y Returns5.65%

Compare Now

Invesco India Credit Risk Fund - Regular Plan - Growth Invesco India Credit Risk Fund - Regular Plan - Growth

3Y Returns6.48%

VS

Axis Credit Risk Fund - Regular Plan - Growth Axis Credit Risk Fund - Regular Plan - Growth

3Y Returns5.92%

Compare Now
Request call back
Add to Cart Successfully