SBI Multicap 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 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 Very High
Asset Size (Cr) ₹1308 Cr ₹18603 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 2.08 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 4.34% 3.78%
6 Month 9.8% 6.99%
1 Year 28.97% 26.06%
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 26.07% 21.56%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) SBI Multicap Fund- Regular Plan- Growth Option
1 Year 44.46% 24.52%
3 Year - -
5 Year - -

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 - -

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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
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 4.87 4.97
Small Cap 34.03 32.02
Large Cap 33.63 37.23
Mid Cap 27.47 25.78

Sector Allocation

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

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