Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Nippon India Multi Cap Fund-Growth Plan-Bonus Option

Invest Now

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) ₹1893 Cr ₹43483 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 3.64% -1.14%
6 Month 0.99% 0.84%
1 Year 11.24% 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 12.17% -
1 Year 16.81% 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 18.71% 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 - 14.43%
Sharp - 1.30%
Beta - 0.91%
Alpha - 8.43%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 16.67 1.98
Large Cap 31.68 42.73
Mid Cap 23.91 25.42
Small Cap 27.74 29.87

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Nippon India Multi Cap Fund-Growth Plan-Bonus Option

Others 8.82 1.98
Communication Services 4.04 -
Energy 3.22 -
Industrials 12.95 -
Financial Services 28.56 -
Technology 9.58 -
Basic Materials 3.92 -
Healthcare 10.38 -
Consumer Cyclical 11.66 -
Real Estate 3.03 -
Utilities 0.89 -
Consumer Defensive 2.95 -
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

Top Comparisons

Bandhan Banking & PSU Fund - Regular Growth Bandhan Banking & PSU Fund - Regular Growth

3Y Returns7.28%

VS

HSBC Banking and PSU Debt Fund - Regular Growth HSBC Banking and PSU Debt Fund - Regular Growth

3Y Returns7.25%

Compare Now

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.96%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.81%

Compare Now

ICICI Prudential Regular Gold Savings Fund (FOF) - Growth ICICI Prudential Regular Gold Savings Fund (FOF) - Growth

3Y Returns21.83%

VS

INVESCO INDIA GOLD ETF FUND OF FUND- Growth INVESCO INDIA GOLD ETF FUND OF FUND- Growth

3Y Returns21.12%

Compare Now

Aditya Birla Sun Life Focused Equity Fund -Growth Option Aditya Birla Sun Life Focused Equity Fund -Growth Option

3Y Returns20.47%

VS

Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

3Y Returns14.14%

Compare Now
Add to Cart Successfully