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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) ₹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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Invesco India Multicap Fund - Growth Option
1 Month 8.38% 8.22%
6 Month 1.63% -0.5%
1 Year 15.71% 12.89%
3 Year - 22.81%
5 Year - 25.58%

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Invesco India Multicap Fund - Growth Option
6 Month -0.33% -2.44%
1 Year -2.76% -8.62%
3 Year - 16.19%
5 Year - 17.55%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Invesco India Multicap Fund - Growth Option
1 Year 31.76% 15.33%
3 Year - 18.01%
5 Year - 18.46%

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Invesco India Multicap Fund - Growth Option
Standard Deviation - 12.65%
Sharp - 0.78%
Beta - 0.93%
Alpha - 1.39%

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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 13.83 3.59
Large Cap 34.03 42.89
Mid Cap 24.75 27.55
Small Cap 27.39 25.97

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Invesco India Multicap Fund - Growth Option

Others 11.79 3.59
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 - 2.41
IT - Software - 8.67
Retailing - 6.8
Healthcare Services - 1.46
Non - Ferrous Metals - 0.71
Pharmaceuticals & Biotechnology - 6.36
Banks - 10.19
Electrical Equipment - 5.35
Cement & Cement Products - 3.12
Paper, Forest & Jute Products - 1.36
Ferrous Metals - 1.43
Power - 2.34
Automobiles - 1.81
Commercial Services & Supplies - 1.76
Finance - 3.89
Agricultural Food & other Products - 1.92
Industrial Products - 4.33
Beverages - 3.86
Healthcare Equipment & Supplies - 1.52
Realty - 2.53
Chemicals & Petrochemicals - 3.6
Aerospace & Defense - 2.04
Consumer Durables - 5.56
Auto Components - 3.21
Financial Technology (Fintech) - 1.67
Insurance - 1.02
Food Products - 1.67
Transport Services - 1.66
Industrial Manufacturing - 2.38
Capital Markets - 1.78

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