Aditya Birla Sun Life Multi vs WhiteOak Capital Multi Cap Fund compare

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WhiteOak Capital Multi Cap Fund - Regular (G)

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Aditya Birla Sun Life Multi-Cap Fund-Regular 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)	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)	₹2065 Cr	₹6636 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

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
1 Month	2.69%	2.95%
6 Month	8.3%	7.58%
1 Year	8.82%	2.79%
3 Year	-	19.72%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
6 Month	10.08%	10.36%
1 Year	14.58%	11.56%
3 Year	-	18.24%
5 Year	-	-

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	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Standard Deviation	-	13.97%
Sharp	-	1.02%
Beta	-	0.94%
Alpha	-	0.83%

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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

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Others	18.67	7.99
Large Cap	31.22	39.38
Mid Cap	23.42	25.33
Small Cap	26.69	27.3

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Others	10.17	4.17
Communication Services	4.26	3.06
Energy	2.41	2.02
Industrials	14.01	14.21
Financial Services	26.28	23.5
Technology	8.48	7.52
Basic Materials	3.83	10.32
Healthcare	10.62	7.58
Consumer Cyclical	13.35	16.16
Real Estate	3.14	2.45
Utilities	0.72	1.08
Consumer Defensive	2.73	7.92