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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) | ₹2405 Cr | ₹4084 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 | 0.13% | -0.01% |
| 6 Month | 17.01% | 12.14% |
| 1 Year | 2.93% | -6.01% |
| 3 Year | - | 19.14% |
| 5 Year | - | 21.94% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | 3.32% | 1.14% |
| 1 Year | 16.38% | 7.27% |
| 3 Year | - | 16.15% |
| 5 Year | - | 16.68% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Year | 13.53% | 14.47% |
| 3 Year | - | 18.1% |
| 5 Year | - | 18.96% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.65% |
| Sharp | - | 0.83% |
| Beta | - | 0.96% |
| Alpha | - | -0.24% |
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 | 17.54 | 12.57 |
| Large Cap | 29.49 | 29.6 |
| Mid Cap | 23.86 | 27.93 |
| Small Cap | 29.12 | 29.89 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 7.49 | 0.86 |
| Communication Services | 4.01 | 2.67 |
| Energy | 2.52 | - |
| Industrials | 12.27 | 15.3 |
| Financial Services | 27.58 | 26 |
| Technology | 9.6 | 10.08 |
| Basic Materials | 4.38 | 6.51 |
| Healthcare | 11.36 | 11.19 |
| Consumer Cyclical | 13.3 | 21.33 |
| Real Estate | 3.79 | 2.88 |
| Utilities | 0.36 | - |
| Consumer Defensive | 3.34 | 3.18 |
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