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WhiteOak Capital Multi Cap Fund vs Aditya Birla Sun Life Multi compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2065 Cr | ₹6508 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 22 Sep 2023 | 07 May 2021 |
| 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 | % | 37% |
| Expense Ratio | 2.06 | 1.84 |
| Manager | Piyush Baranwal | Dhaval Joshi |
| ISIN Code | INF03VN01795 | INF209KB1Y23 |
| 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 | Aditya Birla Sun Life Multi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Month | -1.04% | -3.23% |
| 6 Month | 12.24% | 9.74% |
| 1 Year | 7.58% | -0.21% |
| 3 Year | - | 16.17% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 6 Month | 6.86% | 4.49% |
| 1 Year | 9.02% | 2.15% |
| 3 Year | - | 14.19% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| 1 Year | 15.35% | 14.36% |
| 3 Year | - | 17.8% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Standard Deviation | - | 13.53% |
| Sharp | - | 0.79% |
| Beta | - | 0.95% |
| Alpha | - | 1.10% |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Name | Piyush Baranwal | Dhaval Joshi |
| Total AUM | ₹5379 Cr | ₹361932 Cr |
| Funds Managed | 9 | 55 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 18.67 | 7.99 |
| Large Cap | 31.22 | 39.38 |
| Mid Cap | 23.42 | 25.33 |
| Small Cap | 26.69 | 27.3 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth |
|---|---|---|
| Others | 10.17 | 4.17 |
| Communication Services | 4.26 | 3.06 |
| Energy | 2.41 | 2.02 |
| Industrials | 14.01 | 14.21 |
| Financial Services | 26.28 | 23.5 |
| Technology | 8.48 | 7.52 |
| Basic Materials | 3.83 | 10.32 |
| Healthcare | 10.62 | 7.58 |
| Consumer Cyclical | 13.35 | 16.16 |
| Real Estate | 3.14 | 2.45 |
| Utilities | 0.72 | 1.08 |
| Consumer Defensive | 2.73 | 7.92 |
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