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) | ₹1481 Cr | ₹3728 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 | 1.88 |
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 | 2.99% | 2.7% |
6 Month | -3.16% | -6.53% |
1 Year | 11.07% | 7.5% |
3 Year | - | 18.04% |
5 Year | - | 24.26% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
---|---|---|
6 Month | 0.36% | -1.44% |
1 Year | -0.71% | -6.15% |
3 Year | - | 18.04% |
5 Year | - | 18.74% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
---|---|---|
1 Year | 31.76% | 15.33% |
3 Year | - | 18.01% |
5 Year | - | 18.46% |
Risk Management
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
---|---|---|
Standard Deviation | - | 12.65% |
Sharp | - | 0.59% |
Beta | - | 0.94% |
Alpha | - | 0.86% |
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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 | 13.83 | 6.1 |
Large Cap | 34.03 | 39.82 |
Mid Cap | 24.75 | 28.31 |
Small Cap | 27.39 | 25.76 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Invesco India Multicap Fund - Growth Option |
---|---|---|
Others | 11.79 | 3.77 |
Communication Services | 3.79 | 2.33 |
Energy | 3.02 | - |
Industrials | 10.09 | 17.74 |
Financial Services | 27.01 | 17.27 |
Technology | 9.56 | 10.91 |
Basic Materials | 4.27 | 9.08 |
Consumer Cyclical | 13.67 | 14.89 |
Healthcare | 9.06 | 11.53 |
Real Estate | 3.86 | 2.82 |
Consumer Defensive | 3.21 | 7.3 |
Utilities | 0.67 | 2.38 |
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