Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

WhiteOak Capital Multi Cap Fund vs Edelweiss Multi Cap Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Edelweiss Multi Cap Fund - Regular (G)

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) Edelweiss Multi Cap Fund - Regular (G)
Fund WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2065 Cr ₹2953 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 22 Sep 2023 25 Oct 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 1.94
Manager Piyush Baranwal Trideep Bhattacharya
ISIN Code INF03VN01795 INF754K01RW0
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 Edelweiss 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) Edelweiss Multi Cap Fund - Regular (G)
1 Month -1.28% -3.19%
6 Month 9.47% 5.85%
1 Year 6.44% -1.39%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
6 Month 8.2% 6.08%
1 Year 13.46% 5.02%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
1 Year 15.35% 10.35%
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)
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) Edelweiss Multi Cap Fund - Regular (G)
Name Piyush Baranwal Trideep Bhattacharya
Total AUM ₹5379 Cr ₹0 Cr
Funds Managed 9 9
WhiteOak Capital Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)

Market Cap

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Edelweiss Multi Cap Fund - Regular (G)

Others 18.67 7.94
Large Cap 31.22 40.74
Mid Cap 23.42 25.28
Small Cap 26.69 26.04

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

Edelweiss Multi Cap Fund - Regular (G)

Others 10.17 2.75
Communication Services 4.26 2.53
Energy 2.41 4.37
Industrials 14.01 9.16
Financial Services 26.28 31.36
Technology 8.48 10.11
Basic Materials 3.83 7.78
Healthcare 10.62 9.56
Consumer Cyclical 13.35 12.4
Real Estate 3.14 2.11
Utilities 0.72 2.46
Consumer Defensive 2.73 5.41

Top Comparisons

SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

3Y Returns13.05%

VS

Tata Children's Fund - Regular Plan - Growth Option Tata Children's Fund - Regular Plan - Growth Option

3Y Returns15.51%

Compare Now

Nippon India Ultra Short Duration Fund- Growth Option Nippon India Ultra Short Duration Fund- Growth Option

3Y Returns6.87%

VS

Aditya Birla Sun Life Savings Fund-Retail Growth Aditya Birla Sun Life Savings Fund-Retail Growth

3Y Returns7.41%

Compare Now

Franklin India Flexi Cap Fund - Growth Franklin India Flexi Cap Fund - Growth

3Y Returns20.35%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns19.49%

Compare Now

ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Balanced Advantage Fund - Growth

3Y Returns13.25%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns11.55%

Compare Now
Add to Cart Successfully