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Tata 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 Tata Multicap Fund - Regular Plan - Growth

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tortoise-icon Tata Multicap Fund - Regular Plan - Growth

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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) 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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