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) | ₹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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