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) | ₹2262 Cr | ₹2690 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 | 2.62% | 3.19% |
6 Month | 18.86% | 15.75% |
1 Year | 4.35% | -3.46% |
3 Year | - | 16.78% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
---|---|---|
6 Month | 5.72% | 3.87% |
1 Year | 16.25% | 11.21% |
3 Year | - | 16.14% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
---|---|---|
1 Year | 15.35% | 20.05% |
3 Year | - | 18.41% |
5 Year | - | - |
Risk Management
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
---|---|---|
Standard Deviation | - | 12.53% |
Sharp | - | 0.80% |
Beta | - | 0.90% |
Alpha | - | 2.97% |
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 | 17.47 | 6.12 |
Large Cap | 29.96 | 45.63 |
Mid Cap | 23.61 | 23.03 |
Small Cap | 28.95 | 25.22 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
---|---|---|
Others | 7.38 | 4.65 |
Communication Services | 4.02 | 1.42 |
Energy | 2.81 | 5.99 |
Industrials | 14.07 | 10.25 |
Financial Services | 27.87 | 28.43 |
Technology | 8.64 | 8.25 |
Basic Materials | 4.36 | 7.81 |
Healthcare | 10.85 | 6.99 |
Consumer Cyclical | 12.05 | 12.91 |
Real Estate | 3.68 | 1.89 |
Utilities | 0.68 | 1.66 |
Consumer Defensive | 3.58 | 9.76 |
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