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Edelweiss Multi Cap 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 Edelweiss Multi Cap 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) Edelweiss Multi Cap Fund - Regular (G)
Fund WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1481 Cr ₹2506 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 22 Sep 2023 25 Oct 2023
Category Multi Cap Multi Cap
Fund Type Open Ended Open Ended
Benchmark Nifty 500 Multicap 50:25:25 TRI Nifty 500 Multicap 50:25:25 TRI
Turn Over % %
Expense Ratio 2.06 1.94
Manager Piyush Baranwal Trideep Bhattacharya
ISIN Code INF03VN01795 INF754K01RW0
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 Edelweiss Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
1 Month 2.99% 3.09%
6 Month -3.16% -6.53%
1 Year 11.07% 7.91%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
6 Month 0.36% -0.22%
1 Year -0.71% -5.69%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
1 Year 31.76% 33.22%
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

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Fund Managers

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
Name Piyush Baranwal Trideep Bhattacharya
Total AUM ₹5379 Cr ₹0 Cr
Funds Managed 9 9
WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)

Market Cap

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Edelweiss Multi Cap Fund - Regular (G)

Others 13.83 3.11
Large Cap 34.03 44.56
Mid Cap 24.75 27.24
Small Cap 27.39 25.08

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Edelweiss Multi Cap Fund - Regular (G)

Others 11.79 2.08
Communication Services 3.79 2.63
Energy 3.02 2.57
Industrials 10.09 12.31
Financial Services 27.01 27.99
Technology 9.56 13.48
Basic Materials 4.27 5.25
Consumer Cyclical 13.67 13.9
Healthcare 9.06 9.29
Real Estate 3.86 2.55
Consumer Defensive 3.21 6
Utilities 0.67 1.95

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