DSP Multicap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
DSP Multicap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | DSP Multicap Fund - Regular (G) |
|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | DSP Multicap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2639 Cr | ₹2628 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 22 Sep 2023 | 30 Jan 2024 |
| Category | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | NIFTY500 MULTICAP 50:25:25 TRI |
| Turn Over | % | % |
| Expense Ratio | 2.06 | 2.01 |
| Manager | Piyush Baranwal | Chirag Dagli |
| ISIN Code | INF03VN01795 | INF740KA1TZ4 |
| 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 | DSP 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) | DSP Multicap Fund - Regular (G) |
|---|---|---|
| 1 Month | -0.2% | -0.38% |
| 6 Month | 6.9% | 2.28% |
| 1 Year | 4.65% | -1.76% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | DSP Multicap Fund - Regular (G) |
|---|---|---|
| 6 Month | 4.66% | 0.79% |
| 1 Year | 21.28% | 11.2% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | DSP Multicap Fund - Regular (G) |
|---|---|---|
| 1 Year | 13.53% | 3.29% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | DSP Multicap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | DSP Multicap Fund - Regular (G) |
|---|---|---|
| Name | Piyush Baranwal | Chirag Dagli |
| Total AUM | ₹5379 Cr | ₹0 Cr |
| Funds Managed | 9 | 2 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | DSP Multicap Fund - Regular (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
DSP Multicap Fund - Regular (G) |
|---|---|---|
| Others | 17.72 | 10.34 |
| Large Cap | 30.54 | 32.93 |
| Mid Cap | 24.39 | 21.23 |
| Small Cap | 27.35 | 35.5 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
DSP Multicap Fund - Regular (G) |
|---|---|---|
| Others | 7.32 | 4.88 |
| Communication Services | 4.3 | - |
| Energy | 2.92 | 3.45 |
| Industrials | 11.96 | 12.09 |
| Financial Services | 28.65 | 27 |
| Technology | 9.53 | 8.29 |
| Basic Materials | 4.01 | 12.81 |
| Consumer Defensive | 2.34 | 5.45 |
| Healthcare | 10.42 | 13.49 |
| Consumer Cyclical | 13.21 | 11.21 |
| Real Estate | 5.01 | - |
| Utilities | 0.32 | 1.31 |
Top Comparisons
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns16.06%
UTI - Master Share-Growth Option
3Y Returns11.83%
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns14.3%
Quant Aggressive Hybrid Fund-Growth
3Y Returns10.66%
SBI Banking & PSU Fund - Regular Paln - Growth
3Y Returns7.32%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.39%
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
3Y Returns20.17%
DSP Healthcare Fund - Regular Plan - Growth
3Y Returns20.53%