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WhiteOak Capital Multi Cap Fund vs BANDHAN MULTI CAP FUND compare
WhiteOak Capital Multi Cap Fund - Regular (G)
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2167 Cr | ₹2701 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Sep 2023 | 02 Dec 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 | % | 21% |
| Expense Ratio | 2.06 | 1.99 |
| Manager | Piyush Baranwal | Harshal Joshi |
| ISIN Code | INF03VN01795 | INF194KB1CI6 |
| 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 | Bandhan 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) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| 1 Month | 0.01% | -0.74% |
| 6 Month | 15.98% | 12.49% |
| 1 Year | 8.75% | -0.15% |
| 3 Year | - | 18.4% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| 6 Month | 5.88% | 2.7% |
| 1 Year | 10.75% | 3.26% |
| 3 Year | - | 14.91% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| 1 Year | 15.35% | 20.05% |
| 3 Year | - | 18.41% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| Standard Deviation | - | 12.53% |
| Sharp | - | 0.96% |
| Beta | - | 0.90% |
| Alpha | - | 2.94% |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| Name | Piyush Baranwal | Harshal Joshi |
| Total AUM | ₹5379 Cr | ₹42965 Cr |
| Funds Managed | 9 | 20 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| Others | 17.47 | 6.12 |
| Large Cap | 29.96 | 45.63 |
| Mid Cap | 23.61 | 23.03 |
| Small Cap | 28.95 | 25.22 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| Others | 7.38 | 4.65 |
| Communication Services | 4.02 | 1.42 |
| Energy | 2.81 | 5.99 |
| Industrials | 14.07 | 10.25 |
| Financial Services | 27.87 | 28.43 |
| Technology | 8.64 | 8.25 |
| Basic Materials | 4.36 | 7.81 |
| Healthcare | 10.85 | 6.99 |
| Consumer Cyclical | 12.05 | 12.91 |
| Real Estate | 3.68 | 1.89 |
| Utilities | 0.68 | 1.66 |
| Consumer Defensive | 3.58 | 9.76 |
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