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 | 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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