- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2639 Cr | ₹23986 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 | 0.83% | -1.67% |
| 6 Month | 9.2% | 3.34% |
| 1 Year | 12.3% | 7.58% |
| 3 Year | - | 17.2% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 3.14% | -0.59% |
| 1 Year | 18.06% | 6.89% |
| 3 Year | - | 15.61% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 13.53% | 18.04% |
| 3 Year | - | 17.45% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | - | 11.91% |
| Sharp | - | 0.80% |
| Beta | - | 0.78% |
| Alpha | - | 0.19% |
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 | 17.72 | 13.08 |
| Large Cap | 30.54 | 35.35 |
| Mid Cap | 24.39 | 25.95 |
| Small Cap | 27.35 | 25.61 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 7.32 | 6.63 |
| Communication Services | 4.3 | 6.21 |
| Energy | 2.92 | 0.88 |
| Industrials | 11.96 | 7.07 |
| Financial Services | 28.65 | 23.22 |
| Technology | 9.53 | 1.38 |
| Basic Materials | 4.01 | 20.71 |
| Consumer Defensive | 2.34 | 3.15 |
| Healthcare | 10.42 | 5.66 |
| Consumer Cyclical | 13.21 | 18.75 |
| Real Estate | 5.01 | 0.56 |
| Utilities | 0.32 | 5.78 |
Top Comparisons
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns%
DSP Small Cap Fund - Regular - Growth
3Y Returns20.35%
Franklin India Flexi Cap Fund - Growth
3Y Returns18.17%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns16.4%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns10.36%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns19.2%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns20.07%
Quant Multi Asset Allocation Fund-Growth
3Y Returns20.55%
