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) | ₹1481 Cr | ₹5879 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 | 4.06% | 3.39% |
6 Month | -2.72% | -3.9% |
1 Year | 11.51% | 3.55% |
3 Year | - | 20.37% |
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 | 9.38% | 8.48% |
1 Year | 11.34% | 5.37% |
3 Year | - | 17.1% |
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 | 18.71% | 16.12% |
3 Year | - | 16.91% |
5 Year | - | - |
Risk Management
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Standard Deviation | - | 13.457% |
Sharp | - | 0.541% |
Beta | - | 0.917% |
Alpha | - | -0.116% |
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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 | 13.83 | 2.78 |
Large Cap | 34.03 | 45.24 |
Mid Cap | 24.75 | 25.61 |
Small Cap | 27.39 | 26.38 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
---|---|---|
Others | 11.79 | 2.78 |
Communication Services | 3.79 | 3.45 |
Energy | 3.02 | 3.08 |
Industrials | 10.09 | 12.86 |
Financial Services | 27.01 | 19.84 |
Technology | 9.56 | 8.95 |
Basic Materials | 4.27 | 6.84 |
Consumer Cyclical | 13.67 | 16.83 |
Healthcare | 9.06 | 11.49 |
Real Estate | 3.86 | 2.55 |
Consumer Defensive | 3.21 | 8.79 |
Utilities | 0.67 | 2.56 |
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