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BANDHAN MULTI CAP FUND vs WhiteOak Capital Multi Cap Fund compare

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tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

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tortoise-icon BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
Fund WhiteOak Capital Multi Cap Fund - Regular (G) BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2849 Cr ₹2890 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 22 Sep 2023 02 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 % 21%
Expense Ratio 2.06 1.99
Manager Piyush Baranwal Harshal Joshi
ISIN Code INF03VN01795 INF194KB1CI6
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 Bandhan 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) BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
1 Month -2.73% -1.06%
6 Month 4.16% 1.5%
1 Year 2.54% 1.84%
3 Year - 16.52%
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
6 Month 1.75% 1.3%
1 Year 17.21% 12.62%
3 Year - 13.86%
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
1 Year 13.53% 19.51%
3 Year - 17.89%
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
Standard Deviation - 12.51%
Sharp - 0.82%
Beta - 0.86%
Alpha - 0.64%

Fund Managers

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
Name Piyush Baranwal Harshal Joshi
Total AUM ₹5379 Cr ₹42965 Cr
Funds Managed 9 20
WhiteOak Capital Multi Cap Fund - Regular (G) BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

Market Cap

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

Others 15.5 3.17
Large Cap 30.29 49.33
Mid Cap 26.22 22.16
Small Cap 27.98 25.33

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN

Others 4.4 2.71
Communication Services 3.96 1.77
Energy 2.65 6.42
Industrials 12.6 10.53
Financial Services 29.53 28.92
Technology 9.48 11.12
Basic Materials 5.33 7.3
Consumer Defensive 2.2 10.18
Healthcare 11.3 6.79
Real Estate 4.82 1.65
Consumer Cyclical 13.46 11.62
Utilities 0.28 0.99

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