WhiteOak Capital Multi Cap Fund vs Aditya Birla Sun Life Multi compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Chart Comparison
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) | ₹1481 Cr | ₹5879 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
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 | 2.06 | 1.84 |
Manager | Piyush Baranwal | Dhaval Joshi |
ISIN Code | INF03VN01795 | INF209KB1Y23 |
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 | Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
1 Month | 6.58% | 8.24% |
6 Month | -9.56% | -13.67% |
1 Year | 12.58% | 7.59% |
3 Year | - | 14.28% |
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 | -5.85% | -6.18% |
1 Year | -5.11% | -10.65% |
3 Year | - | 14.37% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
1 Year | 31.76% | 17.77% |
3 Year | - | 17.97% |
5 Year | - | - |
Risk Management
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Standard Deviation | - | 13.457% |
Sharp | - | 0.541% |
Beta | - | 0.917% |
Alpha | - | -0.116% |
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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 |
Funds Managed | 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 | 12.45 | 2.78 |
Large Cap | 34.59 | 45.24 |
Mid Cap | 23.66 | 25.61 |
Small Cap | 29.31 | 26.38 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Others | 9.11 | 2.78 |
Energy | 2.52 | 3.08 |
Industrials | 11.86 | 12.86 |
Financial Services | 27.44 | 19.84 |
Technology | 10.32 | 8.95 |
Basic Materials | 4.91 | 6.84 |
Consumer Cyclical | 14.08 | 16.83 |
Healthcare | 9.5 | 11.49 |
Consumer Defensive | 2.51 | 8.79 |
Real Estate | 3.09 | 2.55 |
Utilities | 1.19 | 2.56 |
Communication Services | 3.47 | 3.45 |
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