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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) | ₹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 | 1.09% | -1.53% |
| 6 Month | 9.37% | 3.89% |
| 1 Year | 8.99% | 4.86% |
| 3 Year | - | 16.54% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | SBI Multicap Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 4.66% | 0.47% |
| 1 Year | 21.28% | 9.64% |
| 3 Year | - | 15.83% |
| 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 |
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