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) | ₹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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