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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) ₹2849 Cr ₹2664 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 -2.31% -1.6%
6 Month 2.8% -1.29%
1 Year 5.59% 0.31%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) DSP Multicap Fund - Regular (G)
6 Month 1.67% -0.48%
1 Year 14.98% 8.09%
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 15.5 11.55
Large Cap 30.29 33.27
Mid Cap 26.22 20.39
Small Cap 27.98 34.8

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

DSP Multicap Fund - Regular (G)

Others 4.4 3.93
Communication Services 3.96 -
Energy 2.65 3.35
Industrials 12.6 11.31
Financial Services 29.53 27.17
Technology 9.48 8.45
Basic Materials 5.33 11.95
Consumer Defensive 2.2 7.43
Healthcare 11.3 12.77
Real Estate 4.82 -
Consumer Cyclical 13.46 12.4
Utilities 0.28 1.25

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