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LIC MF Multi Cap Fund Regular vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
LIC MF Multi Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2262 Cr | ₹1650 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 22 Sep 2023 | 31 Oct 2022 |
| 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 | % | % |
| Expense Ratio | 2.06 | 2.06 |
| Manager | Piyush Baranwal | Yogesh Patil |
| ISIN Code | INF03VN01795 | INF767K01RH3 |
| 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 | LIC MF Multi Cap Fund - Regular Plan - 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) | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | 2.62% | 3.16% |
| 6 Month | 18.86% | 16.63% |
| 1 Year | 4.35% | -1.85% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 5.72% | 4.65% |
| 1 Year | 16.25% | 10.9% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 15.35% | 35.36% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Name | Piyush Baranwal | Yogesh Patil |
| Total AUM | ₹5379 Cr | ₹5898 Cr |
| Funds Managed | 9 | 7 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Others | 17.47 | 7.28 |
| Large Cap | 29.96 | 32.53 |
| Mid Cap | 23.61 | 27.27 |
| Small Cap | 28.95 | 32.92 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Others | 7.38 | 5.29 |
| Communication Services | 4.02 | 2.87 |
| Energy | 2.81 | 2.6 |
| Industrials | 14.07 | 17.26 |
| Financial Services | 27.87 | 19.01 |
| Technology | 8.64 | 8.17 |
| Basic Materials | 4.36 | 10.79 |
| Healthcare | 10.85 | 6.6 |
| Consumer Cyclical | 12.05 | 16.92 |
| Real Estate | 3.68 | 1.33 |
| Utilities | 0.68 | 1.19 |
| Consumer Defensive | 3.58 | 7.97 |
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