- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | ₹1569 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 | 4.06% | 5.09% |
| 6 Month | -2.72% | -3.99% |
| 1 Year | 11.51% | 7.37% |
| 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 | 9.38% | 9.02% |
| 1 Year | 11.34% | 7.16% |
| 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 | 18.71% | 37.09% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | - | 14.07% |
| Sharp | - | 1.06% |
| Beta | - | 0.92% |
| Alpha | - | 1.72% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 4.01 |
| Large Cap | 34.03 | 34.17 |
| Mid Cap | 24.75 | 26.53 |
| Small Cap | 27.39 | 35.24 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
LIC MF Multi Cap Fund Regular - Growth |
|---|---|---|
| Others | 11.79 | 4.01 |
| 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 | - |
| Petroleum Products | - | 2.26 |
| IT - Software | - | 5.08 |
| Food Products | - | 2.56 |
| IT - Services | - | 0.95 |
| Finance | - | 3.98 |
| Banks | - | 15.31 |
| Electrical Equipment | - | 8.66 |
| Non - Ferrous Metals | - | 0.86 |
| Agricultural, Commercial & Construction Vehicles | - | 0.86 |
| Pharmaceuticals & Biotechnology | - | 4.29 |
| Industrial Products | - | 7.99 |
| Cement & Cement Products | - | 1.73 |
| Chemicals & Petrochemicals | - | 3.91 |
| Consumer Durables | - | 1.43 |
| Commercial Services & Supplies | - | 0.01 |
| Auto Components | - | 6.14 |
| Automobiles | - | 3.87 |
| Fertilizers & Agrochemicals | - | 3.65 |
| Beverages | - | 1.98 |
| Leisure Services | - | 1.22 |
| Oil | - | 0.65 |
| Construction | - | 1.56 |
| Telecom - Services | - | 1.81 |
| Healthcare Services | - | 1.9 |
| Agricultural Food & other Products | - | 0.91 |
| Personal Products | - | 1.06 |
| Industrial Manufacturing | - | 1.74 |
| Retailing | - | 2.78 |
| Textiles & Apparels | - | 2.48 |
| Realty | - | 1.17 |
| Gas | - | 1.33 |
| Entertainment | - | 1.81 |
Top Comparisons
Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth
3Y Returns21.25%
Edelweiss Recently Listed IPO Fund Regular Plan Growth
3Y Returns16.3%
Canara Robeco Manufacturing Fund - Regular (G)
3Y Returns0%
Quant Manufacturing Fund Regular - Growth
3Y Returns0%
DSP Nifty Bank Index Fund - Regular (G)
3Y Returns0%
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth
3Y Returns25.64%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns6.95%
Canara Robeco Liquid Fund - Regular Plan - Growth Option
3Y Returns6.97%
