SBI Multicap Fund vs WhiteOak Capital Multi Cap Fund compare

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WhiteOak Capital Multi Cap Fund - Regular (G)

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SBI Multicap Fund- Regular Plan- Growth 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)	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 Risk	Very High Risk
Asset Size (Cr)	₹1481 Cr	₹18769 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹1000
Launch Date	22 Sep 2023	08 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	2.06	1.69
Manager	Piyush Baranwal	Rama Iyer Srinivasan
ISIN Code	INF03VN01795	INF200KA15E8
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	SBI Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	SBI Multicap Fund- Regular Plan- Growth Option
1 Month	-5.14%	-4.98%
6 Month	-7.55%	-7.04%
1 Year	9.23%	12.06%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	SBI Multicap Fund- Regular Plan- Growth Option
6 Month	-	-
1 Year	-5.07%	0.03%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	SBI Multicap Fund- Regular Plan- Growth Option
1 Year	34.95%	25.29%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	SBI Multicap Fund- Regular Plan- Growth Option
Standard Deviation	-	-
Sharp	-	-
Beta	-	-
Alpha	-	-

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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

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	SBI Multicap Fund- Regular Plan- Growth Option
Others	4.87	4.97
Small Cap	34.03	32.02
Large Cap	33.63	37.23
Mid Cap	27.47	25.78

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	SBI Multicap Fund- Regular Plan- Growth Option
Others	4.87	3.7
Realty	3.56	-
Petroleum Products	1.54	-
Industrial Products	5.09	-
IT - Software	5.54	-
Pharmaceuticals & Biotechnology	5.83	-
Construction	2.08	-
Cement & Cement Products	0.9	-
Retailing	5.33	-
Finance	6.95	-
Healthcare Services	2.2	-
Electrical Equipment	4.45	-
Agricultural Food & other Products	0.04	-
Non - Ferrous Metals	0.36	-
Banks	12.52	-
Leisure Services	1.66	-
Paper, Forest & Jute Products	0.12	-
Transport Services	0.9	-
Auto Components	2.95	-
Ferrous Metals	1.04	-
Consumer Durables	3.52	-
Personal Products	1.65	-
Food Products	1.33	-
Automobiles	1.32	-
Power	0.48	-
Telecom - Services	2.14	-
Chemicals & Petrochemicals	1.58	-
Insurance	2.65	-
Beverages	0.37	-
Healthcare Equipment & Supplies	1.31	-
IT - Services	1.19	-
Diversified	0.23	-
Aerospace & Defense	0.87	-
Oil	0.79	-
Textiles & Apparels	0.64	-
Capital Markets	8.54	-
Commercial Services & Supplies	0.6	-
Gas	0.27	-
Financial Technology (Fintech)	0.72	-
Diversified FMCG	0.23	-
Minerals & Mining	0.42	-
Household Products	0.88	-
Entertainment	0.34	-
Sovereign	-	0.64
Financial	-	21.07
Metals & Mining	-	7.46
Consumer Discretionary	-	9.52
Automobile	-	6.2
Chemicals	-	4.53
Services	-	11.52
Capital Goods	-	2.2
Energy	-	6.46
Healthcare	-	7.24
Communication	-	4.26
Technology	-	3.81
Textiles	-	6.03
Consumer Staples	-	5.36