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) | ₹2405 Cr | ₹2956 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| 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 | 3.62% | 3.53% |
| 6 Month | 12.64% | 8.49% |
| 1 Year | 8.88% | 0.78% |
| 3 Year | - | 18.99% |
| 5 Year | - | 24.04% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.75% | -0.19% |
| 1 Year | 10.92% | 3.66% |
| 3 Year | - | 13.96% |
| 5 Year | - | 15.94% |
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% | 15.2% |
| 3 Year | - | 15.35% |
| 5 Year | - | 13.19% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 13.57% |
| Sharp | - | 0.88% |
| Beta | - | 0.90% |
| Alpha | - | 1.11% |
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 | 19.33 | 9.46 |
| Large Cap | 28.74 | 38.16 |
| Mid Cap | 24.57 | 24.23 |
| Small Cap | 27.36 | 28.15 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option |
|---|---|---|
| Others | 9.11 | 3.82 |
| Communication Services | 3.91 | 1.68 |
| Energy | 2.49 | 3.09 |
| Industrials | 11.91 | 12.26 |
| Financial Services | 27.1 | 25.81 |
| Technology | 8.96 | 8.45 |
| Basic Materials | 3.88 | 8.61 |
| Consumer Defensive | 2.69 | 6.17 |
| Healthcare | 10.55 | 8.82 |
| Consumer Cyclical | 14.21 | 18.28 |
| Real Estate | 4.85 | 1.67 |
| Utilities | 0.34 | 1.34 |
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