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) | ₹1481 Cr | ₹2365 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 | 4.06% | 3.66% |
6 Month | -2.72% | -1.37% |
1 Year | 11.51% | 3.9% |
3 Year | - | 23.03% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
---|---|---|
6 Month | 9.38% | 8.6% |
1 Year | 11.34% | 6.52% |
3 Year | - | 18.06% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
---|---|---|
1 Year | 18.71% | 21.33% |
3 Year | - | 16.64% |
5 Year | - | - |
Risk Management
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
---|---|---|
Standard Deviation | - | 13.445% |
Sharp | - | 0.735% |
Beta | - | 0.935% |
Alpha | - | 2.341% |
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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 | 13.83 | 4.47 |
Large Cap | 34.03 | 45.27 |
Mid Cap | 24.75 | 25.31 |
Small Cap | 27.39 | 24.95 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
---|---|---|
Others | 11.79 | 4.41 |
Communication Services | 3.79 | 1.42 |
Energy | 3.02 | 6.02 |
Industrials | 10.09 | 8.5 |
Financial Services | 27.01 | 27.33 |
Technology | 9.56 | 7.83 |
Basic Materials | 4.27 | 11.18 |
Consumer Cyclical | 13.67 | 10.67 |
Healthcare | 9.06 | 9.44 |
Real Estate | 3.86 | 2.51 |
Consumer Defensive | 3.21 | 9.76 |
Utilities | 0.67 | 0.93 |
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