BANDHAN MULTI CAP FUND vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
Chart Comparison
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) | ₹2405 Cr | ₹2728 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 | 3.62% | 2.55% |
| 6 Month | 12.64% | 7.61% |
| 1 Year | 8.88% | 2.98% |
| 3 Year | - | 17.85% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| 6 Month | 0.75% | 0.07% |
| 1 Year | 10.92% | 7.2% |
| 3 Year | - | 13.21% |
| 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 | - | 12.52% |
| Sharp | - | 0.86% |
| Beta | - | 0.86% |
| Alpha | - | 0.40% |
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 | 19.33 | 5.83 |
| Large Cap | 28.74 | 46.28 |
| Mid Cap | 24.57 | 22.65 |
| Small Cap | 27.36 | 25.25 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| Others | 9.11 | 4.63 |
| Communication Services | 3.91 | 1.66 |
| Energy | 2.49 | 6.18 |
| Industrials | 11.91 | 10.46 |
| Financial Services | 27.1 | 28.43 |
| Technology | 8.96 | 9.53 |
| Basic Materials | 3.88 | 7.94 |
| Consumer Defensive | 2.69 | 9.75 |
| Healthcare | 10.55 | 6.1 |
| Consumer Cyclical | 14.21 | 12.36 |
| Real Estate | 4.85 | 1.58 |
| Utilities | 0.34 | 1.39 |
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