SBI Multicap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
SBI Multicap Fund- Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2167 Cr | ₹22387 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 22 Sep 2023 | 08 Mar 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 | % | 18% |
Expense Ratio | 2.06 | 1.69 |
Manager | Piyush Baranwal | Rama Iyer Srinivasan |
ISIN Code | INF03VN01795 | INF200KA15E8 |
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 | SBI 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) | SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
1 Month | 0.42% | -0.91% |
6 Month | 15.62% | 12.96% |
1 Year | 8% | 6.46% |
3 Year | - | 17.46% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 5.88% | 3.08% |
1 Year | 10.75% | 6.71% |
3 Year | - | 17.38% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 15.35% | 18.92% |
3 Year | - | 19.03% |
5 Year | - | - |
Risk Management
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | - | 11.88% |
Sharp | - | 0.92% |
Beta | - | 0.80% |
Alpha | - | 2.87% |
Fund Managers
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
Name | Piyush Baranwal | Rama Iyer Srinivasan |
Total AUM | ₹5379 Cr | ₹158765 Cr |
Funds Managed | 9 | 8 |
WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
Market Cap
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 17.47 | 6.97 |
Large Cap | 29.96 | 34.12 |
Mid Cap | 23.61 | 29.5 |
Small Cap | 28.95 | 29.42 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 7.38 | 5.97 |
Communication Services | 4.02 | 6.36 |
Energy | 2.81 | 0.97 |
Industrials | 14.07 | 7.7 |
Financial Services | 27.87 | 24.65 |
Technology | 8.64 | - |
Basic Materials | 4.36 | 19.97 |
Healthcare | 10.85 | 5.97 |
Consumer Cyclical | 12.05 | 21.55 |
Real Estate | 3.68 | 0.62 |
Utilities | 0.68 | 2.53 |
Consumer Defensive | 3.58 | 3.71 |
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