Tata Multicap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Tata Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹1481 Cr | ₹2935 Cr | ₹2935 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹150 | ₹150 |
Min Addl Investment | ₹500 | ₹1000 | ₹1000 |
Launch Date | 22 Sep 2023 | 02 Feb 2023 | 02 Feb 2023 |
Category | Multi Cap | Multi Cap | Multi Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
Turn Over | % | 3.53% | 3.53% |
Expense Ratio | 2.06 | 1.89 | 1.89 |
Manager | Piyush Baranwal | Rahul Singh | Rahul Singh |
ISIN Code | INF03VN01795 | INF277KA1703 | INF277KA1703 |
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 | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata 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) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
1 Month | 6.58% | 6.88% | 6.88% |
6 Month | -9.56% | -16.91% | -16.91% |
1 Year | 12.58% | 0.48% | 0.48% |
3 Year | - | - | - |
5 Year | - | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
6 Month | -5.85% | -8.72% | -8.72% |
1 Year | -5.11% | -17.89% | -17.89% |
3 Year | - | - | - |
5 Year | - | - | - |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
1 Year | 31.76% | 28.94% | 28.94% |
3 Year | - | - | - |
5 Year | - | - | - |
Risk Management
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
Standard Deviation | - | - | - |
Sharp | - | - | - |
Beta | - | - | - |
Alpha | - | - | - |
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Fund Managers
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
Name | Piyush Baranwal | Rahul Singh | Rahul Singh |
Total AUM | ₹5379 Cr | ₹19760 Cr | ₹19760 Cr |
Funds Managed | 9 | 9 | 9 |
WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
Others | 12.45 | 8.65 | 8.65 |
Large Cap | 34.59 | 36.4 | 36.4 |
Mid Cap | 23.66 | 26.28 | 26.28 |
Small Cap | 29.31 | 28.67 | 28.67 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
Others | 9.11 | 7.05 | 7.05 |
Energy | 2.52 | 4.21 | 4.21 |
Industrials | 11.86 | 14.86 | 14.86 |
Financial Services | 27.44 | 26.7 | 26.7 |
Technology | 10.32 | 5.47 | 5.47 |
Basic Materials | 4.91 | 7.15 | 7.15 |
Consumer Cyclical | 14.08 | 16.02 | 16.02 |
Healthcare | 9.5 | 4.16 | 4.16 |
Consumer Defensive | 2.51 | 1.07 | 1.07 |
Real Estate | 3.09 | 4.94 | 4.94 |
Utilities | 1.19 | 4.01 | 4.01 |
Communication Services | 3.47 | 4.36 | 4.36 |
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