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Invesco India Multicap Fund vs WhiteOak Capital Multi Cap Fund compare

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tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

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tortoise-icon 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) ₹2167 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 0.01% -0.56%
6 Month 15.98% 13.08%
1 Year 8.75% 1.42%
3 Year - 19.5%
5 Year - 23%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Invesco India Multicap Fund - Growth Option
6 Month 5.88% 2.91%
1 Year 10.75% 0.9%
3 Year - 16.72%
5 Year - 17.35%

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 - 0.97%
Beta - 0.95%
Alpha - 0.53%

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 17.47 12.55
Large Cap 29.96 33.42
Mid Cap 23.61 25.56
Small Cap 28.95 28.46

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Invesco India Multicap Fund - Growth Option

Others 7.38 2.24
Communication Services 4.02 2.64
Energy 2.81 -
Industrials 14.07 15.91
Financial Services 27.87 27.17
Technology 8.64 9.35
Basic Materials 4.36 7.01
Healthcare 10.85 11.49
Consumer Cyclical 12.05 18.15
Real Estate 3.68 2.9
Utilities 0.68 0
Consumer Defensive 3.58 3.13

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