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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) | ₹2849 Cr | ₹1823 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| 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 | -3.16% | -2.74% |
| 6 Month | 4.01% | 1.38% |
| 1 Year | 2.07% | -2.36% |
| 3 Year | - | 19.61% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.75% | 1.16% |
| 1 Year | 17.21% | 12.74% |
| 3 Year | - | 16.95% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 13.53% | 33.76% |
| 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 | - | 0.93% |
| Beta | - | 0.98% |
| Alpha | - | 2% |
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 | 15.5 | 7.28 |
| Large Cap | 30.29 | 36.12 |
| Mid Cap | 26.22 | 26.54 |
| Small Cap | 27.98 | 30.06 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Others | 4.4 | 2.74 |
| Communication Services | 3.96 | 2.56 |
| Energy | 2.65 | 2.67 |
| Industrials | 12.6 | 15.07 |
| Financial Services | 29.53 | 21.27 |
| Technology | 9.48 | 9.35 |
| Basic Materials | 5.33 | 8.83 |
| Consumer Defensive | 2.2 | 8.45 |
| Healthcare | 11.3 | 8.8 |
| Real Estate | 4.82 | 1.27 |
| Consumer Cyclical | 13.46 | 17.7 |
| Utilities | 0.28 | 1.29 |
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