Baroda BNP Paribas MULTI CAP FUND vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2849 Cr | ₹3148 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹250 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Sep 2023 | 12 Sep 2003 |
| 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 | % | 80% |
| Expense Ratio | 2.06 | 2 |
| Manager | Piyush Baranwal | Sandeep Jain |
| ISIN Code | INF03VN01795 | INF955L01674 |
| 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 | Baroda BNP Paribas Multi Cap 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) | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.73% | -1.9% |
| 6 Month | 4.16% | 1.81% |
| 1 Year | 2.54% | -5.15% |
| 3 Year | - | 17.83% |
| 5 Year | - | 19.24% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.75% | 0.66% |
| 1 Year | 17.21% | 9.37% |
| 3 Year | - | 14.45% |
| 5 Year | - | 15.95% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 13.53% | 14.78% |
| 3 Year | - | 15.55% |
| 5 Year | - | 13.27% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 13.43% |
| Sharp | - | 0.9% |
| Beta | - | 0.9% |
| Alpha | - | 1.31% |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Sandeep Jain |
| Total AUM | ₹5379 Cr | ₹2238 Cr |
| Funds Managed | 9 | 2 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 15.5 | 13.14 |
| Large Cap | 30.29 | 36.69 |
| Mid Cap | 26.22 | 25.1 |
| Small Cap | 27.98 | 25.07 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.4 | 5.25 |
| Communication Services | 3.96 | 1.67 |
| Energy | 2.65 | 3.34 |
| Industrials | 12.6 | 10.93 |
| Financial Services | 29.53 | 26.67 |
| Technology | 9.48 | 10.64 |
| Basic Materials | 5.33 | 6.18 |
| Consumer Defensive | 2.2 | 4.31 |
| Healthcare | 11.3 | 8.64 |
| Real Estate | 4.82 | 2.06 |
| Consumer Cyclical | 13.46 | 19.25 |
| Utilities | 0.28 | 1.05 |
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