- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
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
+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) | ₹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 | -1.28% | -1.39% |
| 6 Month | 9.47% | 6.99% |
| 1 Year | 6.44% | 2.36% |
| 3 Year | - | 22.84% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 8.2% | 6.48% |
| 1 Year | 13.46% | 7.46% |
| 3 Year | - | 22.8% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.35% | 23.34% |
| 3 Year | - | 20.83% |
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Nippon India Gilt Fund - Growth Plan - Growth Option
3Y Returns7.48%
Edelweiss Government Securities Fund - Regular Plan - Growth Option
3Y Returns7.35%
Franklin India Flexi Cap Fund - Growth
3Y Returns20.35%
Sundaram Flexicap Fund Regular Growth
3Y Returns0%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.91%
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
3Y Returns6.51%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
Axis Value Fund - Regular Plan - Growth
3Y Returns22.99%
