WhiteOak Capital Multi Cap Fund vs Tata Multicap Fund compare

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

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tortoise-icon Tata Multicap Fund - Regular Plan - Growth

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tortoise-icon Tata Multicap Fund - Regular Plan - Growth

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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) 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) ₹919 Cr ₹3160 Cr ₹3160 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 2.15 1.9 1.9
Manager Piyush Baranwal Rahul Singh Rahul Singh
ISIN Code INF03VN01795 INF277KA1703 INF277KA1703
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 365 days./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 365 days./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 -4.85% -6.4% -6.4%
6 Month 11.14% 6.1% 6.1%
1 Year 33.01% 18.78% 18.78%
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 - - -
1 Year 29.17% 14.83% 14.83%
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 44.46% 29.93% 29.93%
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 16.64 3.88 3.88
Large Cap 33.71 40.01 40.01
Mid Cap 22.53 25.28 25.28
Small Cap 27.15 29.81 29.81

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Tata Multicap Fund - Regular Plan - Growth

Tata Multicap Fund - Regular Plan - Growth

Others -1.36 3.01 3.01
Financial 28.93 - -
Automobile 3.31 - -
Insurance 0.95 1.46 1.46
Healthcare 10.38 - -
Services 11.92 - -
Metals & Mining 2.92 - -
Energy 3.57 - -
Materials 3.46 - -
Technology 6.02 - -
Construction 5.35 3.08 3.08
Capital Goods 10.41 - -
Consumer Staples 6.55 - -
Consumer Discretionary 3.53 - -
Communication 0.98 - -
Textiles 1.29 - -
Chemicals 1.59 - -
Diversified 0.23 0.37 0.37
Petroleum Products - 2.75 2.75
IT - Software - 5.9 5.9
Auto Components - 9.31 9.31
Personal Products - 1.3 1.3
Finance - 8.42 8.42
Minerals & Mining - 1.05 1.05
Banks - 15.51 15.51
Realty - 5.93 5.93
Pharmaceuticals & Biotechnology - 2.62 2.62
Cement & Cement Products - 2.23 2.23
Leisure Services - 4.03 4.03
Capital Markets - 1.51 1.51
Gas - 2.36 2.36
Consumer Durables - 3.01 3.01
Electrical Equipment - 0.96 0.96
Entertainment - 1.81 1.81
Agricultural, Commercial & Construction Vehicles - 1.18 1.18
Industrial Products - 5.1 5.1
Telecom - Services - 2.84 2.84
Chemicals & Petrochemicals - 1.18 1.18
Healthcare Services - 1.01 1.01
Retailing - 0.98 0.98
Consumable Fuels - 1.91 1.91
Fertilizers & Agrochemicals - 1.76 1.76
Transport Services - 1.24 1.24
Power - 2.95 2.95
Textiles & Apparels - 0.95 0.95
Beverages - 1.26 1.26

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