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DSP Multicap Fund vs WhiteOak Capital Multi Cap Fund compare

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tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

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tortoise-icon DSP Multicap Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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