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SBI Multicap Fund vs WhiteOak Capital Multi Cap Fund compare

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tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

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tortoise-icon 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) ₹2167 Cr ₹22387 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 0.42% -0.91%
6 Month 15.62% 12.96%
1 Year 8% 6.46%
3 Year - 17.46%
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) SBI Multicap Fund- Regular Plan- Growth Option
6 Month 5.88% 3.08%
1 Year 10.75% 6.71%
3 Year - 17.38%
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 - 11.88%
Sharp - 0.92%
Beta - 0.80%
Alpha - 2.87%

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 17.47 6.97
Large Cap 29.96 34.12
Mid Cap 23.61 29.5
Small Cap 28.95 29.42

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

SBI Multicap Fund- Regular Plan- Growth Option

Others 7.38 5.97
Communication Services 4.02 6.36
Energy 2.81 0.97
Industrials 14.07 7.7
Financial Services 27.87 24.65
Technology 8.64 -
Basic Materials 4.36 19.97
Healthcare 10.85 5.97
Consumer Cyclical 12.05 21.55
Real Estate 3.68 0.62
Utilities 0.68 2.53
Consumer Defensive 3.58 3.71

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