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Axis Multicap Fund vs WhiteOak Capital Multi Cap Fund compare

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

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tortoise-icon Axis 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) Axis Multicap Fund - Regular Plan - Growth
Fund WhiteOak Capital Multi Cap Fund - Regular (G) Axis Multicap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Moderately High
Asset Size (Cr) ₹2065 Cr ₹8272 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 22 Sep 2023 16 Dec 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 % 11.16%
Expense Ratio 2.06 1.81
Manager Piyush Baranwal Shreyash Devalkar
ISIN Code INF03VN01795 INF846K016E3
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 Axis Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Axis Multicap Fund - Regular Plan - Growth
1 Month 2.69% 2.17%
6 Month 8.3% 4.62%
1 Year 8.82% 5.24%
3 Year - 25.18%
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Axis Multicap Fund - Regular Plan - Growth
6 Month 10.08% 8.14%
1 Year 14.58% 8.55%
3 Year - 22.93%
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Axis Multicap Fund - Regular Plan - Growth
1 Year 18.71% 24.93%
3 Year - 19.1%
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Axis Multicap Fund - Regular Plan - Growth
Standard Deviation - 14.40%
Sharp - 1.34%
Beta - 0.96%
Alpha - 5.66%

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Fund Managers

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Axis Multicap Fund - Regular Plan - Growth
Name Piyush Baranwal Shreyash Devalkar
Total AUM ₹5379 Cr ₹166770 Cr
Funds Managed 9 14
WhiteOak Capital Multi Cap Fund - Regular (G) Axis Multicap Fund - Regular Plan - Growth

Market Cap

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Axis Multicap Fund - Regular Plan - Growth

Others 18.67 6.37
Large Cap 31.22 40.1
Mid Cap 23.42 26.86
Small Cap 26.69 26.68

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Axis Multicap Fund - Regular Plan - Growth

Others 10.17 2.09
Communication Services 4.26 2.49
Energy 2.41 3.54
Industrials 14.01 16.77
Financial Services 26.28 23.67
Technology 8.48 11.15
Basic Materials 3.83 7.16
Healthcare 10.62 10.19
Consumer Cyclical 13.35 14.65
Real Estate 3.14 3.78
Utilities 0.72 0.84
Consumer Defensive 2.73 3.66

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