WhiteOak Capital Multi Cap Fund vs Edelweiss Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Edelweiss Multi Cap Fund - Regular (G)
Chart Comparison
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 | - | - |
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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 |
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