WhiteOak Capital Multi Cap Fund vs Invesco India Multicap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Invesco India Multicap Fund - Growth Option
Chart Comparison
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹919 Cr | ₹3625 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Sep 2023 | 17 Mar 2008 |
| 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 | % | 52% |
| Expense Ratio | 2.15 | 1.9 |
| Manager | Piyush Baranwal | Dhimant Kothari |
| ISIN Code | INF03VN01795 | INF205K01DN2 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 |
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Month | -4.85% | -6.55% |
| 6 Month | 11.14% | 11.3% |
| 1 Year | 33.01% | 32.26% |
| 3 Year | - | 16.21% |
| 5 Year | - | 21.82% |
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 29.17% | 26.81% |
| 3 Year | - | 26.91% |
| 5 Year | - | 25.14% |
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Year | 44.46% | 15.03% |
| 3 Year | - | 18.03% |
| 5 Year | - | 18.2% |
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.65% |
| Sharp | - | 0.82% |
| Beta | - | 0.9% |
| Alpha | - | 0.64% |
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| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Dhimant Kothari |
| Total AUM | ₹5379 Cr | ₹8118 Cr |
| Fund Manage | 9 | 7 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 16.64 | 10.96 |
| Large Cap | 33.71 | 37.89 |
| Mid Cap | 22.53 | 27.25 |
| Small Cap | 27.15 | 23.9 |
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | -1.36 | 3.97 |
| Financial | 28.93 | 23.94 |
| Automobile | 3.31 | 5.9 |
| Insurance | 0.95 | 0.95 |
| Healthcare | 10.38 | 9.85 |
| Services | 11.92 | 7.86 |
| Metals & Mining | 2.92 | 1.37 |
| Energy | 3.57 | 3.67 |
| Materials | 3.46 | 2.72 |
| Technology | 6.02 | 3.83 |
| Construction | 5.35 | 5.36 |
| Capital Goods | 10.41 | 12.93 |
| Consumer Staples | 6.55 | 9.81 |
| Consumer Discretionary | 3.53 | 3.52 |
| Communication | 0.98 | 1.89 |
| Textiles | 1.29 | 0.87 |
| Chemicals | 1.59 | 1.56 |
| Diversified | 0.23 | - |
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