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WhiteOak Capital Multi Cap Fund vs Nippon India Multi Cap Fund compare

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

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tortoise-icon Nippon India Multi Cap Fund-Growth Plan-Bonus 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) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Fund WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹2849 Cr ₹50048 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 22 Sep 2023 28 Mar 2005
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 % 44%
Expense Ratio 2.06 1.6
Manager Piyush Baranwal Ashutosh Bhargava
ISIN Code INF03VN01795 INF204K01471
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 For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
1 Month 0.17% -
6 Month 3.25% -
1 Year 4.85% -
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
6 Month 2.2% -
1 Year 16.55% -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
1 Year 13.53% -
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Standard Deviation - 12.95%
Sharp - 1.10%
Beta - 0.87%
Alpha - 3.87%

Fund Managers

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Name Piyush Baranwal Ashutosh Bhargava
Total AUM ₹5379 Cr ₹121448 Cr
Funds Managed 9 12
WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option

Market Cap

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Nippon India Multi Cap Fund-Growth Plan-Bonus Option

Others 11.56 1.98
Large Cap 31.01 42.73
Small Cap 31.88 29.87
Mid Cap 25.55 25.42

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Nippon India Multi Cap Fund-Growth Plan-Bonus Option

Others 7.78 1.98
Telecom - Services 3.59 0.42
Petroleum Products 1.73 3.1
Capital Markets 4.5 3.98
IT - Software 5.44 4.05
Pharmaceuticals & Biotechnology 7.17 5.38
Cement & Cement Products 0.45 0.75
Other Consumer Services 0.05 -
Construction 0.62 3.2
Finance 6.4 5.14
Consumer Durables 4.09 3.86
Electrical Equipment 2.43 6.4
Banks 14.14 16.09
Non - Ferrous Metals 0.42 -
Realty 3.63 0.08
Healthcare Services 3.09 1.43
Chemicals & Petrochemicals 1.15 3.02
Commercial Services & Supplies 2.23 0.47
Auto Components 2.27 5.52
Ferrous Metals 0.81 0.44
Leisure Services 2.37 6.66
Transport Infrastructure 1.76 -
Industrial Manufacturing 2.34 2.21
Industrial Products 2.54 3.14
IT - Services 1.31 -
Healthcare Equipment & Supplies 1.07 -
Automobiles 3.59 1.05
Personal Products 0.84 1.42
Power 0.28 5.09
Transport Services 0.62 2.13
Insurance 1.83 3.51
Oil 0.6 -
Diversified 0.28 0.44
Food Products 0.69 -
Aerospace & Defense 1.76 -
Agricultural, Commercial & Construction Vehicles 0.69 0.2
Retailing 3.48 3.49
Gas 0.32 -
Financial Technology (Fintech) 0.84 0.72
Minerals & Mining 0.19 -
Household Products 0.61 -
Diversified FMCG - 1.57
Entertainment - 1.66
Agricultural Food & other Products - 0.4
Beverages - 0.31
Textiles & Apparels - 0.69

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