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) | ₹2639 Cr | ₹2842 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 | -1.93% | -0.23% |
| 6 Month | 2.71% | 0.65% |
| 1 Year | 0.96% | 0.04% |
| 3 Year | - | 16.05% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| 6 Month | 3.14% | 2.01% |
| 1 Year | 18.35% | 13.03% |
| 3 Year | - | 14.1% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| 1 Year | 13.53% | 19.51% |
| 3 Year | - | 17.89% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| Standard Deviation | - | 12.51% |
| Sharp | - | 0.82% |
| Beta | - | 0.86% |
| Alpha | - | 0.64% |
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 | 17.72 | 4.52 |
| Large Cap | 30.54 | 48.59 |
| Mid Cap | 24.39 | 21.84 |
| Small Cap | 27.35 | 25.05 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN |
|---|---|---|
| Others | 7.32 | 4.02 |
| Communication Services | 4.3 | 1.67 |
| Energy | 2.92 | 6.4 |
| Industrials | 11.96 | 11.1 |
| Financial Services | 28.65 | 28.26 |
| Technology | 9.53 | 10.25 |
| Basic Materials | 4.01 | 7.16 |
| Consumer Defensive | 2.34 | 10.16 |
| Healthcare | 10.42 | 6.35 |
| Consumer Cyclical | 13.21 | 11.96 |
| Real Estate | 5.01 | 1.63 |
| Utilities | 0.32 | 1.04 |
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