WhiteOak Capital Multi Cap Fund vs Invesco India Multicap Fund compare

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WhiteOak Capital Multi Cap Fund - Regular (G)

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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

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
1 Month	2.9%	2.35%
6 Month	-4.84%	-8.57%
1 Year	14.63%	12.31%
3 Year	-	17.06%
5 Year	-	26%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
6 Month	-1.43%	-2.82%
1 Year	-2.21%	-7.24%
3 Year	-	17.71%
5 Year	-	18.72%

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%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
Standard Deviation	-	12.65%
Sharp	-	0.59%
Beta	-	0.94%
Alpha	-	0.86%

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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
Funds Managed	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	13.83	6.1
Large Cap	34.03	39.82
Mid Cap	24.75	28.31
Small Cap	27.39	25.76

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
Others	11.79	3.77
Communication Services	3.79	2.33
Energy	3.02	-
Industrials	10.09	17.74
Financial Services	27.01	17.27
Technology	9.56	10.91
Basic Materials	4.27	9.08
Consumer Cyclical	13.67	14.89
Healthcare	9.06	11.53
Real Estate	3.86	2.82
Consumer Defensive	3.21	7.3
Utilities	0.67	2.38