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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) | ₹2262 Cr | ₹22424 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 | 3.28% | 1.96% |
| 6 Month | 20.13% | 14.11% |
| 1 Year | 5.18% | 1.34% |
| 3 Year | - | 16.33% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 5.72% | 2.63% |
| 1 Year | 16.25% | 10.58% |
| 3 Year | - | 17.76% |
| 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 | - | 12.00% |
| Sharp | - | 0.76% |
| Beta | - | 0.82% |
| Alpha | - | 2.65% |
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 | 17.54 | 12.44 |
| Large Cap | 29.49 | 31.9 |
| Mid Cap | 23.86 | 27.25 |
| Small Cap | 29.12 | 28.4 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 7.49 | 10.23 |
| Communication Services | 4.01 | 5.86 |
| Energy | 2.52 | 0.9 |
| Industrials | 13.06 | 7.78 |
| Financial Services | 27.58 | 22.3 |
| Technology | 8.81 | - |
| Basic Materials | 4.38 | 21.11 |
| Healthcare | 11.36 | 5.68 |
| Consumer Cyclical | 13.3 | 19.7 |
| Real Estate | 3.79 | 0.59 |
| Utilities | 0.36 | 2.37 |
| Consumer Defensive | 3.34 | 3.47 |
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