SBI Multicap Fund vs WhiteOak Capital Multi Cap Fund compare

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WhiteOak Capital Multi Cap Fund - Regular (G)

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SBI Multicap Fund- Regular Plan- Growth Option

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Chart Comparison

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

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)	₹2849 Cr	₹23724 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

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	SBI Multicap Fund- Regular Plan- Growth Option
1 Month	-1.64%	-2.46%
6 Month	1.72%	-3.59%
1 Year	7.92%	3.76%
3 Year	-	16.17%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	SBI Multicap Fund- Regular Plan- Growth Option
6 Month	0.26%	-2.2%
1 Year	11.49%	0.89%
3 Year	-	11.73%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	SBI Multicap Fund- Regular Plan- Growth Option
1 Year	11.25%	15.34%
3 Year	-	16.93%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	SBI Multicap Fund- Regular Plan- Growth Option
Standard Deviation	-	15.58%
Sharp	-	0.88%
Beta	-	0.8%
Alpha	-	0.22%

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

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	SBI Multicap Fund- Regular Plan- Growth Option
Others	11.56	2.07
Large Cap	31.01	39.28
Small Cap	31.88	28.05
Mid Cap	25.55	30.6

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	SBI Multicap Fund- Regular Plan- Growth Option
Others	7.78	2.07
Telecom - Services	3.59	5.77
Petroleum Products	1.73	-
Capital Markets	4.5	0.27
IT - Software	5.44	1.88
Pharmaceuticals & Biotechnology	7.17	2.49
Cement & Cement Products	0.45	3.6
Other Consumer Services	0.05	-
Construction	0.62	1.48
Finance	6.4	7.23
Consumer Durables	4.09	10.46
Electrical Equipment	2.43	-
Banks	14.14	16.74
Non - Ferrous Metals	0.42	3.04
Realty	3.63	0.5
Healthcare Services	3.09	4.45
Chemicals & Petrochemicals	1.15	2.88
Commercial Services & Supplies	2.23	-
Auto Components	2.27	3.09
Ferrous Metals	0.81	1.02
Leisure Services	2.37	4.5
Transport Infrastructure	1.76	-
Industrial Manufacturing	2.34	-
Industrial Products	2.54	3.17
IT - Services	1.31	-
Healthcare Equipment & Supplies	1.07	-
Automobiles	3.59	-
Personal Products	0.84	-
Power	0.28	5.57
Transport Services	0.62	-
Insurance	1.83	-
Oil	0.6	-
Diversified	0.28	-
Food Products	0.69	1.09
Aerospace & Defense	1.76	-
Agricultural, Commercial & Construction Vehicles	0.69	0.28
Retailing	3.48	4.94
Gas	0.32	0.85
Financial Technology (Fintech)	0.84	-
Minerals & Mining	0.19	2.45
Household Products	0.61	-
Fertilizers & Agrochemicals	-	2.72
Entertainment	-	0.75
Beverages	-	1.92
Textiles & Apparels	-	4.79