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SBI Multicap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
SBI Multicap Fund- Regular Plan- Growth Option
Chart Comparison
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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 6.28% | 7.89% |
| 6 Month | -7.34% | -3.69% |
| 1 Year | 12.69% | 17.22% |
| 3 Year | - | 16.34% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | -5.29% | -0.77% |
| 1 Year | -9.67% | -1.74% |
| 3 Year | - | 16.43% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 31.76% | 25.29% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| 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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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 |
| Funds Managed | 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 | 13.83 | 4.2 |
| Large Cap | 34.03 | 35.42 |
| Mid Cap | 24.75 | 27.25 |
| Small Cap | 27.39 | 33.13 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 11.79 | 4.2 |
| Communication Services | 3.79 | 7.22 |
| Energy | 3.02 | 1.26 |
| Industrials | 10.09 | 11.72 |
| Financial Services | 27.01 | 17.14 |
| Technology | 9.56 | 4.41 |
| Basic Materials | 4.27 | 12.02 |
| Consumer Cyclical | 13.67 | 22.58 |
| Healthcare | 9.06 | 8.03 |
| Real Estate | 3.86 | - |
| Consumer Defensive | 3.21 | 8.04 |
| Utilities | 0.67 | 3.38 |
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