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) | ₹1481 Cr | ₹18769 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 | 6.99% | 2.79% |
6 Month | 2.88% | 4.73% |
1 Year | 15.1% | 15.04% |
3 Year | - | 19.63% |
5 Year | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 5.54% | 4.7% |
1 Year | 7.7% | 7.03% |
3 Year | - | 19.44% |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 31.76% | 25.29% |
3 Year | - | - |
5 Year | - | - |
Risk Management
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | - | - |
Sharp | - | - |
Beta | - | - |
Alpha | - | - |
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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 | 13.83 | 4.2 |
Large Cap | 34.03 | 35.42 |
Mid Cap | 24.75 | 27.25 |
Small Cap | 27.39 | 33.13 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
SBI Multicap Fund- Regular Plan- Growth Option |
---|---|---|
Others | 11.79 | 4.2 |
Communication Services | 3.79 | 7.22 |
Energy | 3.02 | 1.26 |
Industrials | 10.09 | 11.72 |
Financial Services | 27.01 | 17.14 |
Technology | 9.56 | 4.41 |
Basic Materials | 4.27 | 12.02 |
Consumer Cyclical | 13.67 | 22.58 |
Healthcare | 9.06 | 8.03 |
Real Estate | 3.86 | - |
Consumer Defensive | 3.21 | 8.04 |
Utilities | 0.67 | 3.38 |
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