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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 | 3.62% | 2.92% |
| 6 Month | 12.64% | 11.04% |
| 1 Year | 8.88% | 5.35% |
| 3 Year | - | 22.4% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.83% | 2.97% |
| 1 Year | 18.33% | 13.83% |
| 3 Year | - | 21.11% |
| 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 | - | 13.64% |
| Sharp | - | 1.05% |
| Beta | - | 0.97% |
| Alpha | - | 5.30% |
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 |
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