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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) ₹1481 Cr ₹34899 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 6.28% -1.14%
6 Month -7.34% 0.84%
1 Year 12.69% 25.51%
3 Year - 25.99%
5 Year - 24.03%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
6 Month -1.43% -
1 Year -2.21% 15.26%
3 Year - 29.42%
5 Year - 30.64%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
1 Year 31.76% 15.55%
3 Year - 14.81%
5 Year - 15.32%

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Standard Deviation - 13.06%
Sharp - 1.37%
Beta - 0.87%
Alpha - 7.92%

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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 13.83 1.98
Large Cap 34.03 42.73
Mid Cap 24.75 25.42
Small Cap 27.39 29.87

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Nippon India Multi Cap Fund-Growth Plan-Bonus Option

Others 11.79 1.98
Communication Services 3.79 -
Energy 3.02 -
Industrials 10.09 -
Financial Services 27.01 -
Technology 9.56 -
Basic Materials 4.27 -
Consumer Cyclical 13.67 -
Healthcare 9.06 -
Real Estate 3.86 -
Consumer Defensive 3.21 -
Utilities 0.67 -
Petroleum Products - 3.1
Electrical Equipment - 6.4
IT - Software - 4.05
Cement & Cement Products - 0.75
Construction - 3.2
Finance - 5.14
Retailing - 3.49
Pharmaceuticals & Biotechnology - 5.38
Banks - 16.09
Healthcare Services - 1.43
Leisure Services - 6.66
Industrial Manufacturing - 2.21
Auto Components - 5.52
Ferrous Metals - 0.44
Capital Markets - 3.98
Consumer Durables - 3.86
Automobiles - 1.05
Commercial Services & Supplies - 0.47
Transport Services - 2.13
Telecom - Services - 0.42
Diversified FMCG - 1.57
Insurance - 3.51
Entertainment - 1.66
Agricultural Food & other Products - 0.4
Industrial Products - 3.14
Power - 5.09
Personal Products - 1.42
Diversified - 0.44
Chemicals & Petrochemicals - 3.02
Beverages - 0.31
Textiles & Apparels - 0.69
Agricultural, Commercial & Construction Vehicles - 0.2
Realty - 0.08
Financial Technology (Fintech) - 0.72

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