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Aditya Birla Sun Life Multi vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2167 Cr | ₹6508 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 22 Sep 2023 | 07 May 2021 |
| 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 | % | 37% |
| Expense Ratio | 2.06 | 1.84 |
| Manager | Piyush Baranwal | Dhaval Joshi |
| ISIN Code | INF03VN01795 | INF209KB1Y23 |
| 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 | Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Month | -0.99% | -3.07% |
| 6 Month | 14.8% | 12.59% |
| 1 Year | 9.24% | 0.94% |
| 3 Year | - | 16.24% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 6 Month | 5.88% | 3.8% |
| 1 Year | 10.75% | 4.1% |
| 3 Year | - | 14.91% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Year | 15.35% | 14.36% |
| 3 Year | - | 17.8% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Standard Deviation | - | 13.53% |
| Sharp | - | 0.79% |
| Beta | - | 0.95% |
| Alpha | - | 1.10% |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Name | Piyush Baranwal | Dhaval Joshi |
| Total AUM | ₹5379 Cr | ₹361932 Cr |
| Funds Managed | 9 | 55 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 17.47 | 8.09 |
| Large Cap | 29.96 | 40.14 |
| Mid Cap | 23.61 | 22.33 |
| Small Cap | 28.95 | 29.45 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 7.38 | 2.52 |
| Communication Services | 4.02 | 2.86 |
| Energy | 2.81 | 1.26 |
| Industrials | 14.07 | 13.55 |
| Financial Services | 27.87 | 26.36 |
| Technology | 8.64 | 7.63 |
| Basic Materials | 4.36 | 9.83 |
| Healthcare | 10.85 | 7.67 |
| Consumer Cyclical | 12.05 | 15.71 |
| Real Estate | 3.68 | 2.52 |
| Utilities | 0.68 | 1.46 |
| Consumer Defensive | 3.58 | 8.63 |
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