Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Multicap Fund vs WhiteOak Capital Multi Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Tata Multicap Fund - Regular Plan - Growth

Invest Now

tortoise-icon Tata Multicap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth
Fund WhiteOak Capital Multi Cap Fund - Regular (G) Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1481 Cr ₹2935 Cr ₹2935 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹150 ₹150
Min Addl Investment ₹500 ₹1000 ₹1000
Launch Date 22 Sep 2023 02 Feb 2023 02 Feb 2023
Category Multi Cap Multi Cap Multi Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark Nifty 500 Multicap 50:25:25 TRI Nifty 500 Multicap 50:25:25 TRI Nifty 500 Multicap 50:25:25 TRI
Turn Over % 3.53% 3.53%
Expense Ratio 2.06 1.89 1.89
Manager Piyush Baranwal Rahul Singh Rahul Singh
ISIN Code INF03VN01795 INF277KA1703 INF277KA1703
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 Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata 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) Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth
1 Month 4.06% 3.42% 3.42%
6 Month -2.72% -5.93% -5.93%
1 Year 11.51% -1.49% -1.49%
3 Year - - -
5 Year - - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth
6 Month 9.38% 8.38% 8.38%
1 Year 11.34% 1.59% 1.59%
3 Year - - -
5 Year - - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth
1 Year 18.71% 27.25% 27.25%
3 Year - - -
5 Year - - -

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth
Standard Deviation - - -
Sharp - - -
Beta - - -
Alpha - - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth
Name Piyush Baranwal Rahul Singh Rahul Singh
Total AUM ₹5379 Cr ₹19760 Cr ₹19760 Cr
Funds Managed 9 9 9
WhiteOak Capital Multi Cap Fund - Regular (G) Tata Multicap Fund - Regular Plan - Growth Tata Multicap Fund - Regular Plan - Growth

Market Cap

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Tata Multicap Fund - Regular Plan - Growth

Tata Multicap Fund - Regular Plan - Growth

Others 13.83 8.65 8.65
Large Cap 34.03 36.4 36.4
Mid Cap 24.75 26.28 26.28
Small Cap 27.39 28.67 28.67

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Tata Multicap Fund - Regular Plan - Growth

Tata Multicap Fund - Regular Plan - Growth

Others 11.79 7.05 7.05
Communication Services 3.79 4.36 4.36
Energy 3.02 4.21 4.21
Industrials 10.09 14.86 14.86
Financial Services 27.01 26.7 26.7
Technology 9.56 5.47 5.47
Basic Materials 4.27 7.15 7.15
Consumer Cyclical 13.67 16.02 16.02
Healthcare 9.06 4.16 4.16
Real Estate 3.86 4.94 4.94
Consumer Defensive 3.21 1.07 1.07
Utilities 0.67 4.01 4.01

Top Comparisons

WhiteOak Capital Mid Cap Fund Regular Plan Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth

3Y Returns0%

VS

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns25.05%

Compare Now

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

3Y Returns19.24%

VS

HSBC Income Plus Arbitrage Active FOF - Growth HSBC Income Plus Arbitrage Active FOF - Growth

3Y Returns7.91%

Compare Now

ITI Mid Cap Fund Regular - Growth ITI Mid Cap Fund Regular - Growth

3Y Returns28.16%

VS

DSP Midcap Fund - Regular Plan - Growth DSP Midcap Fund - Regular Plan - Growth

3Y Returns22.88%

Compare Now

BANDHAN Banking & PSU Debt Fund - Regular Growth BANDHAN Banking & PSU Debt Fund - Regular Growth

3Y Returns7.25%

VS

UTI Banking & PSU Fund- Regular Plan - Growth Option UTI Banking & PSU Fund- Regular Plan - Growth Option

3Y Returns7.7%

Compare Now
Add to Cart Successfully