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)	₹2849 Cr	₹4259 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	-1.64%	-2.69%
6 Month	1.72%	-5.36%
1 Year	7.92%	-4.56%
3 Year	-	16.31%
5 Year	-	15.63%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
6 Month	0.26%	-3.1%
1 Year	11.49%	-2.03%
3 Year	-	9.46%
5 Year	-	12.63%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
1 Year	11.25%	14.04%
3 Year	-	18.07%
5 Year	-	19%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
Standard Deviation	-	12.65%
Sharp	-	0.76%
Beta	-	0.97%
Alpha	-	-1.46%

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	11.56	12.63
Large Cap	31.01	30.86
Small Cap	31.88	25.77
Mid Cap	25.55	30.73

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
Others	7.78	0.76
Telecom - Services	3.59	-
Petroleum Products	1.73	-
Capital Markets	4.5	-
IT - Software	5.44	-
Pharmaceuticals & Biotechnology	7.17	-
Cement & Cement Products	0.45	-
Other Consumer Services	0.05	-
Construction	0.62	-
Finance	6.4	-
Consumer Durables	4.09	-
Electrical Equipment	2.43	-
Banks	14.14	-
Non - Ferrous Metals	0.42	-
Realty	3.63	-
Healthcare Services	3.09	-
Chemicals & Petrochemicals	1.15	-
Commercial Services & Supplies	2.23	-
Auto Components	2.27	-
Ferrous Metals	0.81	-
Leisure Services	2.37	-
Transport Infrastructure	1.76	-
Industrial Manufacturing	2.34	-
Industrial Products	2.54	-
IT - Services	1.31	-
Healthcare Equipment & Supplies	1.07	-
Automobiles	3.59	-
Personal Products	0.84	-
Power	0.28	-
Transport Services	0.62	-
Insurance	1.83	-
Oil	0.6	-
Diversified	0.28	-
Food Products	0.69	-
Aerospace & Defense	1.76	-
Agricultural, Commercial & Construction Vehicles	0.69	-
Retailing	3.48	-
Gas	0.32	-
Financial Technology (Fintech)	0.84	-
Minerals & Mining	0.19	-
Household Products	0.61	-
Communication Services	-	2.07
Consumer Cyclical	-	24.78
Industrials	-	12.87
Healthcare	-	12.96
Financial Services	-	28.24
Real Estate	-	4.68
Technology	-	10.16
Basic Materials	-	3.48