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 Very High
Asset Size (Cr) ₹919 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 2.15 1.6
Manager Piyush Baranwal Ashutosh Bhargava
ISIN Code INF03VN01795 INF204K01471
Exits Load Exit load of 1%, if redeemed within 1 month./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 2.81% 6.15%
6 Month 20.24% 29.51%
1 Year - 44%
3 Year - 28.91%
5 Year - 27.68%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
6 Month - -
1 Year 14.32% 22.25%
3 Year 14.32% 61.19%
5 Year 14.32% 120.22%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Nippon India Multi Cap Fund-Growth Plan-Bonus Option
1 Year 17.29% 29.64%
3 Year 17.29% 86.79%
5 Year 17.29% 127.92%

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 - 1.56%
Beta - 0.87%
Alpha - 8.06%

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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
Fund Manage 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 16.64 2.2
Large Cap 33.71 40.35
Mid Cap 22.53 26.43
Small Cap 27.15 31.08

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Nippon India Multi Cap Fund-Growth Plan-Bonus Option

Others -1.36 1.47
Financial 28.93 26.46
Automobile 3.31 4.73
Insurance 0.95 0.34
Healthcare 10.38 6.86
Services 11.92 16.96
Metals & Mining 2.92 1.3
Energy 3.57 7.9
Materials 3.46 0.69
Technology 6.02 2.53
Construction 5.35 2.76
Capital Goods 10.41 15.87
Consumer Staples 6.55 3.74
Consumer Discretionary 3.53 2.82
Communication 0.98 0.47
Textiles 1.29 0.22
Chemicals 1.59 4.46
Diversified 0.23 0.48

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