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) | ₹2065 Cr | ₹2388 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 | -2.23% | -2.4% |
6 Month | 8.42% | 6.53% |
1 Year | 5.83% | -3.4% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | DSP Multicap Fund - Regular (G) |
---|---|---|
6 Month | 8.2% | 7.97% |
1 Year | 13.46% | 7.82% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | DSP Multicap Fund - Regular (G) |
---|---|---|
1 Year | 15.35% | 4.91% |
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 | - | - |
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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 | 18.67 | 8.75 |
Large Cap | 31.22 | 30.89 |
Mid Cap | 23.42 | 24.06 |
Small Cap | 26.69 | 36.29 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
DSP Multicap Fund - Regular (G) |
---|---|---|
Others | 10.17 | 4.17 |
Communication Services | 4.26 | - |
Energy | 2.41 | 2.23 |
Industrials | 14.01 | 10.71 |
Financial Services | 26.28 | 28.78 |
Technology | 8.48 | 8.22 |
Basic Materials | 3.83 | 14.19 |
Healthcare | 10.62 | 13.18 |
Consumer Cyclical | 13.35 | 11.24 |
Real Estate | 3.14 | - |
Utilities | 0.72 | 1.45 |
Consumer Defensive | 2.73 | 5.83 |
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