Mirae Asset Multicap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Mirae Asset Multicap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mirae Asset Multicap Fund - Regular (G) |
---|---|---|
Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Mirae Asset Multicap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2262 Cr | ₹3943 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 22 Sep 2023 | 21 Aug 2023 |
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 | 1.89 |
Manager | Piyush Baranwal | Ankit Jain |
ISIN Code | INF03VN01795 | INF769K01KH4 |
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 | Mirae Asset Multicap 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) | Mirae Asset Multicap Fund - Regular (G) |
---|---|---|
1 Month | 2.26% | 3.2% |
6 Month | 19.66% | 20.37% |
1 Year | 4.4% | 1.24% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mirae Asset Multicap Fund - Regular (G) |
---|---|---|
6 Month | 5.72% | 5.43% |
1 Year | 16.25% | 16.57% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mirae Asset Multicap Fund - Regular (G) |
---|---|---|
1 Year | 15.35% | 9.73% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mirae Asset Multicap Fund - Regular (G) |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Mirae Asset Multicap Fund - Regular (G) |
---|---|---|
Name | Piyush Baranwal | Ankit Jain |
Total AUM | ₹5379 Cr | ₹47966 Cr |
Funds Managed | 9 | 4 |
WhiteOak Capital Multi Cap Fund - Regular (G) | Mirae Asset Multicap Fund - Regular (G) |
Market Cap
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Mirae Asset Multicap Fund - Regular (G) |
---|---|---|
Others | 17.47 | 2.84 |
Large Cap | 29.96 | 45.14 |
Mid Cap | 23.61 | 23.92 |
Small Cap | 28.95 | 28.1 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Mirae Asset Multicap Fund - Regular (G) |
---|---|---|
Others | 7.38 | 1.39 |
Communication Services | 4.02 | 2.71 |
Energy | 2.81 | 3.14 |
Industrials | 14.07 | 13.87 |
Financial Services | 27.87 | 26.45 |
Technology | 8.64 | 8.71 |
Basic Materials | 4.36 | 6.17 |
Healthcare | 10.85 | 11.39 |
Consumer Cyclical | 12.05 | 16.77 |
Real Estate | 3.68 | 1.33 |
Utilities | 0.68 | 2.41 |
Consumer Defensive | 3.58 | 5.65 |
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