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)	₹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

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
1 Month	4.06%	3.46%
6 Month	-2.72%	-6.9%
1 Year	11.51%	7.6%
3 Year	-	24.14%
5 Year	-	25.32%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
6 Month	9.38%	7.75%
1 Year	11.34%	4.83%
3 Year	-	20.1%
5 Year	-	19.62%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
1 Year	18.71%	14.92%
3 Year	-	17.84%
5 Year	-	18.59%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
Standard Deviation	-	12.65%
Sharp	-	1%
Beta	-	0.94%
Alpha	-	1.05%

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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	13.83	2.39
Large Cap	34.03	44.59
Mid Cap	24.75	27.99
Small Cap	27.39	25.03

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
Others	11.79	2.39
Communication Services	3.79	-
Energy	3.02	-
Industrials	10.09	-
Financial Services	27.01	-
Technology	9.56	-
Basic Materials	4.27	-
Consumer Cyclical	13.67	-
Healthcare	9.06	-
Real Estate	3.86	-
Consumer Defensive	3.21	-
Utilities	0.67	-
Telecom - Services	-	2.79
IT - Software	-	7.66
Food Products	-	1.95
Retailing	-	7.21
Healthcare Services	-	2.7
Non - Ferrous Metals	-	0.77
Pharmaceuticals & Biotechnology	-	5.54
Banks	-	11.95
Electrical Equipment	-	3.76
Cement & Cement Products	-	3.59
Paper, Forest & Jute Products	-	0.99
Ferrous Metals	-	1.52
Power	-	2.3
Automobiles	-	1.62
Commercial Services & Supplies	-	1.64
Finance	-	4.48
Agricultural Food & other Products	-	2.16
Industrial Products	-	3.57
Beverages	-	4.78
Healthcare Equipment & Supplies	-	1.68
Realty	-	1.97
Chemicals & Petrochemicals	-	3.92
Aerospace & Defense	-	2.05
Consumer Durables	-	6.04
Auto Components	-	3.09
Financial Technology (Fintech)	-	1.65
Insurance	-	0.97
Transport Services	-	1.64
Industrial Manufacturing	-	1.64
Capital Markets	-	1.98