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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) | ₹2639 Cr | ₹6748 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 | 2.38% | 1.25% |
| 6 Month | 10.27% | 6.48% |
| 1 Year | 13.45% | 7.22% |
| 3 Year | - | 17.49% |
| 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 | 4.13% | 2.04% |
| 1 Year | 20.58% | 13.96% |
| 3 Year | - | 15.06% |
| 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 | 13.53% | 12.74% |
| 3 Year | - | 17.21% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Standard Deviation | - | 13.54% |
| Sharp | - | 0.76% |
| Beta | - | 0.92% |
| Alpha | - | -0.86% |
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 | 17.72 | 8.01 |
| Large Cap | 30.54 | 42.43 |
| Mid Cap | 24.39 | 19.44 |
| Small Cap | 27.35 | 30.12 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 7.32 | 3.84 |
| Communication Services | 4.3 | 3.16 |
| Energy | 2.92 | 1.3 |
| Industrials | 11.96 | 10.3 |
| Financial Services | 28.65 | 28.93 |
| Technology | 9.53 | 9.63 |
| Basic Materials | 4.01 | 7.57 |
| Consumer Defensive | 2.34 | 8.11 |
| Healthcare | 10.42 | 7.6 |
| Consumer Cyclical | 13.21 | 16.74 |
| Real Estate | 5.01 | 2.24 |
| Utilities | 0.32 | 0.6 |
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