Canara Robeco Multi Cap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Canara Robeco Multi Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Canara Robeco Multi Cap Fund - Regular (G) |
|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Canara Robeco Multi Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2405 Cr | ₹4656 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Sep 2023 | 28 Jul 2023 |
| 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 | % | % |
| Expense Ratio | 2.06 | 1.87 |
| Manager | Piyush Baranwal | Shridatta Bhandwaldar |
| ISIN Code | INF03VN01795 | INF760K01KR2 |
| 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 | Canara Robeco 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) | Canara Robeco Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | 3.62% | 2.91% |
| 6 Month | 12.64% | 10.42% |
| 1 Year | 8.88% | 4.51% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Canara Robeco Multi Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.75% | -0.01% |
| 1 Year | 10.92% | 8.49% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Canara Robeco Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 13.53% | 12.06% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Canara Robeco Multi Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Canara Robeco Multi Cap Fund - Regular (G) |
|---|---|---|
| Name | Piyush Baranwal | Shridatta Bhandwaldar |
| Total AUM | ₹5379 Cr | ₹69491 Cr |
| Funds Managed | 9 | 12 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | Canara Robeco Multi Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Canara Robeco Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 19.33 | 5.29 |
| Large Cap | 28.74 | 40.68 |
| Mid Cap | 24.57 | 26.77 |
| Small Cap | 27.36 | 27.26 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Canara Robeco Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 9.11 | 3.4 |
| Communication Services | 3.91 | 2.55 |
| Energy | 2.49 | 2.96 |
| Industrials | 11.91 | 14.8 |
| Financial Services | 27.1 | 27.74 |
| Technology | 8.96 | 7.18 |
| Basic Materials | 3.88 | 5.78 |
| Consumer Defensive | 2.69 | 6.02 |
| Healthcare | 10.55 | 9.57 |
| Consumer Cyclical | 14.21 | 17.85 |
| Real Estate | 4.85 | 1.07 |
| Utilities | 0.34 | 1.07 |
Top Comparisons
SBI Equity Minimum Variance Fund - Regular Plan - Growth
3Y Returns13.52%
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
3Y Returns19.27%
ICICI Prudential Savings Fund - Growth
3Y Returns7.75%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns7.27%
HDFC Small Cap Fund Regular Growth
3Y Returns23.07%
Bandhan Small Cap Fund Regular Growth
3Y Returns30.89%
Franklin India Focused Equity Fund - Growth Plan
3Y Returns15.75%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns22.31%