Nippon India Multi Cap Fund vs WhiteOak Capital Multi Cap Fund compare

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WhiteOak Capital Multi Cap Fund - Regular (G)

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Nippon India Multi Cap Fund-Growth Plan-Bonus Option

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

Overview

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Fund	WhiteOak Capital Multi Cap Fund - Regular (G)	Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹2262 Cr	₹46216 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	22 Sep 2023	28 Mar 2005
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	%	44%
Expense Ratio	2.06	1.6
Manager	Piyush Baranwal	Ashutosh Bhargava
ISIN Code	INF03VN01795	INF204K01471
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	For units more than 10% of the investments, an exit load of 1% if redeemed within 12 months./365

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Nippon India Multi Cap Fund-Growth Plan-Bonus Option
1 Month	2.91%	-1.14%
6 Month	20.41%	0.84%
1 Year	4.97%	25.51%
3 Year	-	25.99%
5 Year	-	24.03%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Nippon India Multi Cap Fund-Growth Plan-Bonus Option
6 Month	5.72%	-
1 Year	16.25%	15.26%
3 Year	-	29.42%
5 Year	-	30.64%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Nippon India Multi Cap Fund-Growth Plan-Bonus Option
1 Year	15.35%	15.55%
3 Year	-	14.81%
5 Year	-	15.32%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Standard Deviation	-	13.02%
Sharp	-	1.14%
Beta	-	0.87%
Alpha	-	7.93%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Name	Piyush Baranwal	Ashutosh Bhargava
Total AUM	₹5379 Cr	₹121448 Cr
Funds Managed	9	12
	WhiteOak Capital Multi Cap Fund - Regular (G)	Nippon India Multi Cap Fund-Growth Plan-Bonus Option

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Others	17.54	1.98
Large Cap	29.49	42.73
Mid Cap	23.86	25.42
Small Cap	29.12	29.87

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Nippon India Multi Cap Fund-Growth Plan-Bonus Option
Others	7.49	1.98
Communication Services	4.01	-
Energy	2.52	-
Industrials	13.06	-
Financial Services	27.58	-
Technology	8.81	-
Basic Materials	4.38	-
Healthcare	11.36	-
Consumer Cyclical	13.3	-
Real Estate	3.79	-
Utilities	0.36	-
Consumer Defensive	3.34	-
Petroleum Products	-	3.1
Electrical Equipment	-	6.4
IT - Software	-	4.05
Cement & Cement Products	-	0.75
Construction	-	3.2
Finance	-	5.14
Retailing	-	3.49
Pharmaceuticals & Biotechnology	-	5.38
Banks	-	16.09
Healthcare Services	-	1.43
Leisure Services	-	6.66
Industrial Manufacturing	-	2.21
Auto Components	-	5.52
Ferrous Metals	-	0.44
Capital Markets	-	3.98
Consumer Durables	-	3.86
Automobiles	-	1.05
Commercial Services & Supplies	-	0.47
Transport Services	-	2.13
Telecom - Services	-	0.42
Diversified FMCG	-	1.57
Insurance	-	3.51
Entertainment	-	1.66
Agricultural Food & other Products	-	0.4
Industrial Products	-	3.14
Power	-	5.09
Personal Products	-	1.42
Diversified	-	0.44
Chemicals & Petrochemicals	-	3.02
Beverages	-	0.31
Textiles & Apparels	-	0.69
Agricultural, Commercial & Construction Vehicles	-	0.2
Realty	-	0.08
Financial Technology (Fintech)	-	0.72