WhiteOak Capital Multi Cap Fund vs Canara Robeco Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Canara Robeco Multi Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Canara Robeco Multi Cap Fund - Regular (G) |
|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Canara Robeco Multi Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2639 Cr | ₹4902 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Sep 2023 | 28 Jul 2023 |
| 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 | % | % |
| Expense Ratio | 2.06 | 1.87 |
| Manager | Piyush Baranwal | Shridatta Bhandwaldar |
| ISIN Code | INF03VN01795 | INF760K01KR2 |
| 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 | Canara Robeco Multi Cap 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) | Canara Robeco Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | -0.36% | -0.07% |
| 6 Month | 6.11% | 3.92% |
| 1 Year | 3.99% | 1.5% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Canara Robeco Multi Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 3.14% | 2.02% |
| 1 Year | 18.35% | 14.49% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Canara Robeco Multi Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 13.53% | 12.06% |
| 3 Year | - | - |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Canara Robeco Multi Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | - | - |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Canara Robeco Multi Cap Fund - Regular (G) |
|---|---|---|
| Name | Piyush Baranwal | Shridatta Bhandwaldar |
| Total AUM | ₹5379 Cr | ₹69491 Cr |
| Funds Managed | 9 | 12 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | Canara Robeco Multi Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Canara Robeco Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 17.72 | 8.81 |
| Large Cap | 30.54 | 40.04 |
| Mid Cap | 24.39 | 25.17 |
| Small Cap | 27.35 | 25.98 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Canara Robeco Multi Cap Fund - Regular (G) |
|---|---|---|
| Others | 7.32 | 3.31 |
| Communication Services | 4.3 | 3.06 |
| Energy | 2.92 | 3.14 |
| Industrials | 11.96 | 12.46 |
| Financial Services | 28.65 | 27.89 |
| Technology | 9.53 | 8.8 |
| Basic Materials | 4.01 | 4.08 |
| Consumer Defensive | 2.34 | 6.49 |
| Healthcare | 10.42 | 9.86 |
| Consumer Cyclical | 13.21 | 16.91 |
| Real Estate | 5.01 | 3.01 |
| Utilities | 0.32 | 1.01 |
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