WhiteOak Capital Multi Cap Fund vs Nippon India Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Chart Comparison
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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