Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

LIC MF Multi Cap Fund Regular vs WhiteOak Capital Multi Cap Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

Invest Now

tortoise-icon LIC MF Multi Cap Fund Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 3.85% 4.94%
6 Month 2.84% 0.17%
1 Year 13.5% 11.3%
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 5.54% 5.26%
1 Year 7.7% 3.42%
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 - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 4.13
Large Cap 34.03 32.63
Mid Cap 24.75 26.51
Small Cap 27.39 36.72

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

LIC MF Multi Cap Fund Regular - Growth

Others 11.79 4.13
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 - 2.17
IT - Software - 5.19
Food Products - 2.36
IT - Services - 0.87
Finance - 4.28
Electrical Equipment - 8.64
Non - Ferrous Metals - 0.97
Banks - 13.91
Agricultural, Commercial & Construction Vehicles - 0.89
Pharmaceuticals & Biotechnology - 3.71
Industrial Products - 9.36
Cement & Cement Products - 2.06
Chemicals & Petrochemicals - 4.15
Consumer Durables - 1.46
Commercial Services & Supplies - 0.18
Auto Components - 6.19
Automobiles - 3.77
Fertilizers & Agrochemicals - 3.63
Beverages - 2.07
Leisure Services - 1.21
Oil - 0.64
Construction - 1.51
Telecom - Services - 1.62
Healthcare Services - 2.32
Agricultural Food & other Products - 0.78
Personal Products - 1.02
Industrial Manufacturing - 1.94
Retailing - 2.46
Textiles & Apparels - 2.38
Realty - 1.04
Gas - 1.25
Entertainment - 1.83

Top Comparisons

LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking & Financial Services Fund Regular-Growth

3Y Returns18.24%

VS

LIC MF Banking And Financial Services Fund-Regular Plan-Growth LIC MF Banking And Financial Services Fund-Regular Plan-Growth

3Y Returns18.24%

Compare Now

Tata Equity Savings Fund -Regular Plan-Growth Option Tata Equity Savings Fund -Regular Plan-Growth Option

3Y Returns10.38%

VS

Edelweiss Equity Savings Fund - Regular Plan - Growth Option Edelweiss Equity Savings Fund - Regular Plan - Growth Option

3Y Returns11.37%

Compare Now

Nippon India Income Fund - Growth Plan Growth Option Nippon India Income Fund - Growth Plan Growth Option

3Y Returns8.12%

VS

Aditya Birla Sun Life Income Fund - Growth - Regular Plan Aditya Birla Sun Life Income Fund - Growth - Regular Plan

3Y Returns7.99%

Compare Now

BANDHAN INNOVATION FUND REGULAR PLAN GROWTH BANDHAN INNOVATION FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.86%

Compare Now
Add to Cart Successfully