- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Axis Multicap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Axis Multicap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹2405 Cr | ₹8631 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 | 2.97% | 1.49% |
| 6 Month | 11.43% | 9.09% |
| 1 Year | 11.12% | 6.74% |
| 3 Year | - | 22.32% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.61% | 1.92% |
| 1 Year | 18.12% | 11.96% |
| 3 Year | - | 19.55% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.53% | 21.34% |
| 3 Year | - | 21.22% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.68% |
| Sharp | - | 1.08% |
| Beta | - | 0.92% |
| Alpha | - | 3.74% |
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 | 19.33 | 7.27 |
| Large Cap | 28.74 | 42.22 |
| Mid Cap | 24.57 | 25.66 |
| Small Cap | 27.36 | 24.86 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 9.11 | 2.05 |
| Communication Services | 3.91 | 2.07 |
| Energy | 2.49 | 3.08 |
| Industrials | 11.91 | 16.17 |
| Financial Services | 27.1 | 21.07 |
| Technology | 8.96 | 11.36 |
| Basic Materials | 3.88 | 6.23 |
| Consumer Defensive | 2.69 | 4.53 |
| Healthcare | 10.55 | 11.56 |
| Consumer Cyclical | 14.21 | 18.19 |
| Real Estate | 4.85 | 2.59 |
| Utilities | 0.34 | 1.1 |
Top Comparisons
ICICI Prudential Exports & Services Fund - Growth
3Y Returns20%
HSBC Business Cycles Fund - Regular Growth
3Y Returns20.41%
Nippon India Gilt Fund - Growth Plan - Growth Option
3Y Returns6.63%
Baroda BNP Paribas GILT FUND - Regular Plan - Growth Option
3Y Returns7.72%
Kotak Flexicap Fund - Growth
3Y Returns16.6%
LIC MF Flexi Cap Fund-Growth
3Y Returns14.69%
Mahindra Manulife Consumption Fund- Regular Plan - Growth
3Y Returns15.52%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns16.26%
