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) | ₹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 | 3.04% | 2.27% |
6 Month | 1.93% | -1.77% |
1 Year | 13.56% | 9.45% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Edelweiss Multi Cap Fund - Regular (G) |
---|---|---|
6 Month | 5.54% | 4.71% |
1 Year | 7.7% | 1.79% |
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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