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Edelweiss Multi Cap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Edelweiss Multi Cap Fund - Regular (G)
Chart Comparison
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) | ₹2639 Cr | ₹3104 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 | -0.36% | -0.4% |
| 6 Month | 6.11% | 3.64% |
| 1 Year | 3.99% | -1.8% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 3.14% | 2.42% |
| 1 Year | 18.35% | 13.3% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 13.53% | 8.82% |
| 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 | - | - |
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 | 17.72 | 7.08 |
| Large Cap | 30.54 | 38.83 |
| Mid Cap | 24.39 | 24.5 |
| Small Cap | 27.35 | 29.59 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Edelweiss Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 7.32 | 1.21 |
| Communication Services | 4.3 | 1.66 |
| Energy | 2.92 | 4.13 |
| Industrials | 11.96 | 8.96 |
| Financial Services | 28.65 | 31.08 |
| Technology | 9.53 | 11.29 |
| Basic Materials | 4.01 | 8.89 |
| Consumer Defensive | 2.34 | 5.28 |
| Healthcare | 10.42 | 9.4 |
| Consumer Cyclical | 13.21 | 13.76 |
| Real Estate | 5.01 | 1.99 |
| Utilities | 0.32 | 2.36 |
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