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WhiteOak Capital Multi Cap Fund vs Invesco India Multicap Fund compare

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

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tortoise-icon Invesco India Multicap Fund - Growth Option

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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) 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%

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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

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