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) | ₹2065 Cr | ₹1644 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 | -1.28% | -0.3% |
6 Month | 9.47% | 7.54% |
1 Year | 6.44% | 0.19% |
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 | 8.2% | 7.68% |
1 Year | 13.46% | 8.48% |
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 | - | - |
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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 | 18.67 | 5.5 |
Large Cap | 31.22 | 33.4 |
Mid Cap | 23.42 | 26.3 |
Small Cap | 26.69 | 34.79 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
LIC MF Multi Cap Fund Regular - Growth |
---|---|---|
Others | 10.17 | 4.63 |
Communication Services | 4.26 | 3.07 |
Energy | 2.41 | 2.78 |
Industrials | 14.01 | 17.54 |
Financial Services | 26.28 | 19.14 |
Technology | 8.48 | 8.49 |
Basic Materials | 3.83 | 12.2 |
Healthcare | 10.62 | 5.48 |
Consumer Cyclical | 13.35 | 16.34 |
Real Estate | 3.14 | 1.39 |
Utilities | 0.72 | 1.31 |
Consumer Defensive | 2.73 | 7.66 |
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