- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 Risk | Very High Risk | Very High Risk |
| 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 | -5.14% | -7.8% | -7.8% |
| 6 Month | -7.55% | -16.37% | -16.37% |
| 1 Year | 9.23% | -3.31% | -3.31% |
| 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 | - | - | - |
| 1 Year | -4.33% | -18.27% | -18.27% |
| 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 | 34.95% | 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 | - | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Fund Manage | 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 | 4.87 | 3.88 | 3.88 |
| Small Cap | 34.03 | 29.81 | 29.81 |
| Large Cap | 33.63 | 40.01 | 40.01 |
| Mid Cap | 27.47 | 25.28 | 25.28 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 4.87 | 3.01 | 3.01 |
| Realty | 3.56 | 5.93 | 5.93 |
| Petroleum Products | 1.54 | 2.75 | 2.75 |
| Industrial Products | 5.09 | 5.1 | 5.1 |
| IT - Software | 5.54 | 5.9 | 5.9 |
| Pharmaceuticals & Biotechnology | 5.83 | 2.62 | 2.62 |
| Construction | 2.08 | 3.08 | 3.08 |
| Cement & Cement Products | 0.9 | 2.23 | 2.23 |
| Retailing | 5.33 | 0.98 | 0.98 |
| Finance | 6.95 | 8.42 | 8.42 |
| Healthcare Services | 2.2 | 1.01 | 1.01 |
| Electrical Equipment | 4.45 | 0.96 | 0.96 |
| Agricultural Food & other Products | 0.04 | - | - |
| Non - Ferrous Metals | 0.36 | - | - |
| Banks | 12.52 | 15.51 | 15.51 |
| Leisure Services | 1.66 | 4.03 | 4.03 |
| Paper, Forest & Jute Products | 0.12 | - | - |
| Transport Services | 0.9 | 1.24 | 1.24 |
| Auto Components | 2.95 | 9.31 | 9.31 |
| Ferrous Metals | 1.04 | - | - |
| Consumer Durables | 3.52 | 3.01 | 3.01 |
| Personal Products | 1.65 | 1.3 | 1.3 |
| Food Products | 1.33 | - | - |
| Automobiles | 1.32 | - | - |
| Power | 0.48 | 2.95 | 2.95 |
| Telecom - Services | 2.14 | 2.84 | 2.84 |
| Chemicals & Petrochemicals | 1.58 | 1.18 | 1.18 |
| Insurance | 2.65 | 1.46 | 1.46 |
| Beverages | 0.37 | 1.26 | 1.26 |
| Healthcare Equipment & Supplies | 1.31 | - | - |
| IT - Services | 1.19 | - | - |
| Diversified | 0.23 | 0.37 | 0.37 |
| Aerospace & Defense | 0.87 | - | - |
| Oil | 0.79 | - | - |
| Textiles & Apparels | 0.64 | 0.95 | 0.95 |
| Capital Markets | 8.54 | 1.51 | 1.51 |
| Commercial Services & Supplies | 0.6 | - | - |
| Gas | 0.27 | 2.36 | 2.36 |
| Financial Technology (Fintech) | 0.72 | - | - |
| Diversified FMCG | 0.23 | - | - |
| Minerals & Mining | 0.42 | 1.05 | 1.05 |
| Household Products | 0.88 | - | - |
| Entertainment | 0.34 | 1.81 | 1.81 |
| Agricultural, Commercial & Construction Vehicles | - | 1.18 | 1.18 |
| Consumable Fuels | - | 1.91 | 1.91 |
| Fertilizers & Agrochemicals | - | 1.76 | 1.76 |
Top Comparisons
Sundaram Liquid Fund (G)
3Y Returns6.53%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.56%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns27.85%
Tata Mid Cap Growth Fund Regular Plan- Growth Option
3Y Returns17.45%
HDFC Large and Mid Cap Fund - Growth Option
3Y Returns18.32%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns13.28%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns19.83%
Quant Quantamental Fund Regular - Growth
3Y Returns22.59%
