- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Invesco India Multicap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Invesco India Multicap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2065 Cr | ₹4070 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Sep 2023 | 17 Mar 2008 |
| 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 | % | 52% |
| Expense Ratio | 2.06 | 1.9 |
| Manager | Piyush Baranwal | Dhimant Kothari |
| ISIN Code | INF03VN01795 | INF205K01DN2 |
| 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 | Invesco India Multicap Fund - 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) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Month | -2.53% | -4.46% |
| 6 Month | 6.4% | 1.02% |
| 1 Year | 7.85% | 1.31% |
| 3 Year | - | 18.84% |
| 5 Year | - | 22.78% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | 6.86% | 3.7% |
| 1 Year | 9.02% | -1.19% |
| 3 Year | - | 15.92% |
| 5 Year | - | 16.94% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Year | 15.35% | 14.75% |
| 3 Year | - | 18.04% |
| 5 Year | - | 18.82% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.65% |
| Sharp | - | 1.25% |
| Beta | - | 0.94% |
| Alpha | - | 0.93% |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Dhimant Kothari |
| Total AUM | ₹5379 Cr | ₹8118 Cr |
| Funds Managed | 9 | 7 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 18.67 | 6.85 |
| Large Cap | 31.22 | 41.24 |
| Mid Cap | 23.42 | 25.71 |
| Small Cap | 26.69 | 26.21 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 10.17 | 2.44 |
| Communication Services | 4.26 | 2.73 |
| Energy | 2.41 | - |
| Industrials | 14.01 | 15.06 |
| Financial Services | 26.28 | 19.92 |
| Technology | 8.48 | 9.47 |
| Basic Materials | 3.83 | 11.84 |
| Healthcare | 10.62 | 11.09 |
| Consumer Cyclical | 13.35 | 15.63 |
| Real Estate | 3.14 | 1.74 |
| Utilities | 0.72 | 2.07 |
| Consumer Defensive | 2.73 | 8.01 |
Top Comparisons
ICICI Prudential Multicap Fund - Growth
3Y Returns20.06%
DSP Multicap Fund - Regular (G)
3Y Returns0%
DSP Income Plus Arbitrage Fund of Fund - Reg - Growth
3Y Returns9.3%
Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
3Y Returns21.24%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns18.89%
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns12.93%
ITI Large Cap Fund Regular - Growth
3Y Returns13.26%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%
