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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) | ₹1481 Cr | ₹1390 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 | 2.05 |
| 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 | 2.99% | 1.46% |
| 6 Month | -3.16% | -6.16% |
| 1 Year | 11.07% | 9.31% |
| 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 | 0.36% | -1.77% |
| 1 Year | -0.71% | -7.59% |
| 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 | 31.76% | 38.95% |
| 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 | 13.83 | 4.54 |
| Large Cap | 34.03 | 32.06 |
| Mid Cap | 24.75 | 26.73 |
| Small Cap | 27.39 | 36.67 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Others | 11.79 | 3.41 |
| Communication Services | 3.79 | 3.35 |
| Energy | 3.02 | 2.76 |
| Industrials | 10.09 | 16.93 |
| Financial Services | 27.01 | 18.67 |
| Technology | 9.56 | 8.44 |
| Basic Materials | 4.27 | 13.95 |
| Consumer Cyclical | 13.67 | 18.57 |
| Healthcare | 9.06 | 5.15 |
| Real Estate | 3.86 | 1.1 |
| Consumer Defensive | 3.21 | 6.42 |
| Utilities | 0.67 | 1.24 |
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