Invesco India Multicap Fund vs WhiteOak Capital Multi Cap Fund compare

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WhiteOak Capital Multi Cap Fund - Regular (G)

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Invesco India Multicap Fund - Growth Option

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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)	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)	₹2639 Cr	₹4228 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

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
1 Month	-0.36%	-1.71%
6 Month	6.11%	-1.88%
1 Year	3.99%	-7.07%
3 Year	-	16.14%
5 Year	-	18.55%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
6 Month	3.14%	-0.98%
1 Year	18.35%	3.64%
3 Year	-	12.72%
5 Year	-	14.56%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
1 Year	13.53%	14.16%
3 Year	-	18.13%
5 Year	-	19.09%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
Standard Deviation	-	14.28%
Sharp	-	0.74%
Beta	-	0.96%
Alpha	-	-0.17%

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

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
Others	17.72	1.36
Large Cap	30.54	33.89
Mid Cap	24.39	36.6
Small Cap	27.35	28.15

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
Others	7.32	1.36
Communication Services	4.3	-
Energy	2.92	-
Industrials	11.96	-
Financial Services	28.65	-
Technology	9.53	-
Basic Materials	4.01	-
Consumer Defensive	2.34	-
Healthcare	10.42	-
Consumer Cyclical	13.21	-
Real Estate	5.01	-
Utilities	0.32	-
Telecom - Services	-	2.05
Retailing	-	12.12
Construction	-	1.35
Healthcare Services	-	9.57
Insurance	-	2.05
Banks	-	8.25
Consumer Durables	-	8.37
Paper, Forest & Jute Products	-	0.87
Electrical Equipment	-	0.93
IT - Software	-	6.41
Leisure Services	-	2.71
Automobiles	-	3.51
Commercial Services & Supplies	-	1.19
Capital Markets	-	6.29
Finance	-	9.69
Transport Services	-	4.1
Realty	-	3.07
Aerospace & Defense	-	2.03
Industrial Products	-	2.21
Pharmaceuticals & Biotechnology	-	3.4
Cement & Cement Products	-	3.82
Auto Components	-	1.36
Financial Technology (Fintech)	-	2.01
Industrial Manufacturing	-	1.28