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
Overview
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) | ₹1481 Cr | ₹3728 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 | 2.06 | 1.88 |
Manager | Piyush Baranwal | Dhimant Kothari |
ISIN Code | INF03VN01795 | INF205K01DN2 |
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 | Invesco India Multicap Fund - 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) | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Month | 6.58% | 7.06% |
6 Month | -9.56% | -13.15% |
1 Year | 12.58% | 10.38% |
3 Year | - | 16.2% |
5 Year | - | 27.05% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
---|---|---|
6 Month | -5.85% | -8.31% |
1 Year | -5.11% | -10.38% |
3 Year | - | 17.12% |
5 Year | - | 18.63% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Year | 31.76% | 15.33% |
3 Year | - | 18.01% |
5 Year | - | 18.46% |
Risk Management
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
---|---|---|
Standard Deviation | - | 12.65% |
Sharp | - | 0.59% |
Beta | - | 0.93% |
Alpha | - | 0.77% |
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) | Invesco India Multicap Fund - Growth Option |
---|---|---|
Name | Piyush Baranwal | Dhimant Kothari |
Total AUM | ₹5379 Cr | ₹8118 Cr |
Funds Managed | 9 | 7 |
WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
Market Cap
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 12.45 | 4.58 |
Large Cap | 34.59 | 37.36 |
Mid Cap | 23.66 | 30.74 |
Small Cap | 29.31 | 27.32 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 9.11 | 2.33 |
Energy | 2.52 | - |
Industrials | 11.86 | 19.03 |
Financial Services | 27.44 | 17.59 |
Technology | 10.32 | 11.31 |
Basic Materials | 4.91 | 8.77 |
Consumer Cyclical | 14.08 | 13.88 |
Healthcare | 9.5 | 12.43 |
Consumer Defensive | 2.51 | 6.67 |
Real Estate | 3.09 | 3.17 |
Utilities | 1.19 | 2.58 |
Communication Services | 3.47 | 2.25 |
Top Comparisons
ITI Small Cap Fund Regular - Growth
3Y Returns23.28%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns16.9%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns15.39%
SBI Multicap Fund- Regular Plan- Growth Option
3Y Returns15.21%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.72%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.72%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns6.82%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.01%