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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
Overview
| 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) | ₹1481 Cr | ₹2935 Cr | ₹2935 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 | 2.06 | 1.89 | 1.89 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | -2.6% | -3.35% | -3.35% |
| 6 Month | -10.65% | -18.21% | -18.21% |
| 1 Year | 8.73% | -4.49% | -4.49% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | -9.79% | -12.59% | -12.59% |
| 1 Year | -12.26% | -23.89% | -23.89% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 34.95% | 28.94% | 28.94% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
Risk Management
| 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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Fund Managers
| 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 |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 12.44656 | 8.64931 | 8.64931 |
| Large Cap | 34.5905 | 36.39958 | 36.39958 |
| Mid Cap | 23.65795 | 26.27803 | 26.27803 |
| Small Cap | 29.30503 | 28.67308 | 28.67308 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 9.10977 | 7.04939 | 7.04939 |
| Energy | 2.5205 | 4.20547 | 4.20547 |
| Industrials | 11.85972 | 14.85936 | 14.85936 |
| Financial Services | 27.43685 | 26.6998 | 26.6998 |
| Technology | 10.32055 | 5.47445 | 5.47445 |
| Basic Materials | 4.91279 | 7.14869 | 7.14869 |
| Consumer Cyclical | 14.08014 | 16.02303 | 16.02303 |
| Healthcare | 9.49555 | 4.15915 | 4.15915 |
| Consumer Defensive | 2.51429 | 1.07366 | 1.07366 |
| Real Estate | 3.09243 | 4.93675 | 4.93675 |
| Utilities | 1.18743 | 4.01479 | 4.01479 |
| Communication Services | 3.47002 | 4.35546 | 4.35546 |
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