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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) | ₹2262 Cr | ₹8329 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 | 2.26% | 3.08% |
| 6 Month | 19.66% | 17.23% |
| 1 Year | 4.4% | -0.28% |
| 3 Year | - | 21.4% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.72% | 5.33% |
| 1 Year | 16.25% | 12.7% |
| 3 Year | - | 21.89% |
| 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 | - | 13.74% |
| Sharp | - | 0.99% |
| Beta | - | 0.95% |
| Alpha | - | 6.03% |
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 | 17.47 | 6.44 |
| Large Cap | 29.96 | 39.8 |
| Mid Cap | 23.61 | 27.16 |
| Small Cap | 28.95 | 26.59 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Axis Multicap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.38 | 1.95 |
| Communication Services | 4.02 | 2.2 |
| Energy | 2.81 | 3.27 |
| Industrials | 14.07 | 17.49 |
| Financial Services | 27.87 | 22.26 |
| Technology | 8.64 | 10.89 |
| Basic Materials | 4.36 | 7.12 |
| Healthcare | 10.85 | 12.19 |
| Consumer Cyclical | 12.05 | 15.08 |
| Real Estate | 3.68 | 2.76 |
| Utilities | 0.68 | 1 |
| Consumer Defensive | 3.58 | 3.78 |
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