WhiteOak Capital Multi Cap Fund vs Tata Multicap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Tata Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1308 Cr | ₹3219 Cr | ₹3219 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹150 | ₹150 |
| Min Addl Investment | ₹500 | ₹1000 | ₹1000 |
| Launch Date | 22 Sep 2023 | 02 Feb 2023 | 02 Feb 2023 |
| Category | Multi Cap | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Turn Over | % | 3.53% | 3.53% |
| Expense Ratio | 2.08 | 1.88 | 1.88 |
| Manager | Piyush Baranwal | Rahul Singh | Rahul Singh |
| ISIN Code | INF03VN01795 | INF277KA1703 | INF277KA1703 |
| 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 | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -5.83% | -5.25% | -5.25% |
| 6 Month | 0.7% | -6.26% | -6.26% |
| 1 Year | 18.75% | 4.92% | 4.92% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 11.91% | -1.67% | -1.67% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 40.36% | 29.93% | 29.93% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | - | - | - |
| Sharp | - | - | - |
| Beta | - | - | - |
| Alpha | - | - | - |
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| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Piyush Baranwal | Rahul Singh | Rahul Singh |
| Total AUM | ₹5379 Cr | ₹19760 Cr | ₹19760 Cr |
| Fund Manage | 9 | 9 | 9 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 4.87 | 3.88 | 3.88 |
| Small Cap | 34.03 | 29.81 | 29.81 |
| Large Cap | 33.63 | 40.01 | 40.01 |
| Mid Cap | 27.47 | 25.28 | 25.28 |
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 4.87 | 3.01 | 3.01 |
| Realty | 3.56 | 5.93 | 5.93 |
| Petroleum Products | 1.54 | 2.75 | 2.75 |
| Industrial Products | 5.09 | 5.1 | 5.1 |
| IT - Software | 5.54 | 5.9 | 5.9 |
| Pharmaceuticals & Biotechnology | 5.83 | 2.62 | 2.62 |
| Construction | 2.08 | 3.08 | 3.08 |
| Cement & Cement Products | 0.9 | 2.23 | 2.23 |
| Retailing | 5.33 | 0.98 | 0.98 |
| Finance | 6.95 | 8.42 | 8.42 |
| Healthcare Services | 2.2 | 1.01 | 1.01 |
| Electrical Equipment | 4.45 | 0.96 | 0.96 |
| Agricultural Food & other Products | 0.04 | - | - |
| Non - Ferrous Metals | 0.36 | - | - |
| Banks | 12.52 | 15.51 | 15.51 |
| Leisure Services | 1.66 | 4.03 | 4.03 |
| Paper, Forest & Jute Products | 0.12 | - | - |
| Transport Services | 0.9 | 1.24 | 1.24 |
| Auto Components | 2.95 | 9.31 | 9.31 |
| Ferrous Metals | 1.04 | - | - |
| Consumer Durables | 3.52 | 3.01 | 3.01 |
| Personal Products | 1.65 | 1.3 | 1.3 |
| Food Products | 1.33 | - | - |
| Automobiles | 1.32 | - | - |
| Power | 0.48 | 2.95 | 2.95 |
| Telecom - Services | 2.14 | 2.84 | 2.84 |
| Chemicals & Petrochemicals | 1.58 | 1.18 | 1.18 |
| Insurance | 2.65 | 1.46 | 1.46 |
| Beverages | 0.37 | 1.26 | 1.26 |
| Healthcare Equipment & Supplies | 1.31 | - | - |
| IT - Services | 1.19 | - | - |
| Diversified | 0.23 | 0.37 | 0.37 |
| Aerospace & Defense | 0.87 | - | - |
| Oil | 0.79 | - | - |
| Textiles & Apparels | 0.64 | 0.95 | 0.95 |
| Capital Markets | 8.54 | 1.51 | 1.51 |
| Commercial Services & Supplies | 0.6 | - | - |
| Gas | 0.27 | 2.36 | 2.36 |
| Financial Technology (Fintech) | 0.72 | - | - |
| Diversified FMCG | 0.23 | - | - |
| Minerals & Mining | 0.42 | 1.05 | 1.05 |
| Household Products | 0.88 | - | - |
| Entertainment | 0.34 | 1.81 | 1.81 |
| Agricultural, Commercial & Construction Vehicles | - | 1.18 | 1.18 |
| Consumable Fuels | - | 1.91 | 1.91 |
| Fertilizers & Agrochemicals | - | 1.76 | 1.76 |
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