WhiteOak Capital Multi Cap Fund vs Aditya Birla Sun Life Multi compare

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tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

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tortoise-icon Aditya Birla Sun Life Multi-Cap Fund-Regular 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) Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Fund WhiteOak Capital Multi Cap Fund - Regular (G) Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹919 Cr ₹5984 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 22 Sep 2023 07 May 2021
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 % 37%
Expense Ratio 2.15 1.82
Manager Piyush Baranwal Dhaval Joshi
ISIN Code INF03VN01795 INF209KB1Y23
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Month 2.81% 1.75%
6 Month 20.24% 20.87%
1 Year - 38.73%
3 Year - 19.22%
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
6 Month - -
1 Year 14.32% 17.23%
3 Year 14.32% 38.9%
5 Year 14.32% 40.78%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Year 17.29% 17.03%
3 Year 17.29% 46.52%
5 Year 17.29% 46.98%

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Standard Deviation - 11.64%
Sharp - 1.05%
Beta - 0.83%
Alpha - -0.28%

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Fund Managers

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Name Piyush Baranwal Dhaval Joshi
Total AUM ₹5379 Cr ₹361932 Cr
Fund Manage 9 55
WhiteOak Capital Multi Cap Fund - Regular (G) Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Market Cap

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Others 16.64 1.96
Large Cap 33.71 45.5
Mid Cap 22.53 25.94
Small Cap 27.15 26.6

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Aditya Birla Sun Life Multi-Cap Fund-Regular Growth

Others -1.36 1.96
Financial 28.93 21.64
Automobile 3.31 7.17
Insurance 0.95 1.61
Healthcare 10.38 9.08
Services 11.92 6.67
Metals & Mining 2.92 3.21
Energy 3.57 7.74
Materials 3.46 4.67
Technology 6.02 5.11
Construction 5.35 7.43
Capital Goods 10.41 11.52
Consumer Staples 6.55 3.62
Consumer Discretionary 3.53 4.47
Communication 0.98 2.47
Textiles 1.29 -
Chemicals 1.59 1.63
Diversified 0.23 -

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