WhiteOak Capital Multi Cap Fund vs ICICI Prudential Multicap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
ICICI Prudential Multicap Fund - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | ICICI Prudential Multicap Fund - Growth |
|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | ICICI Prudential Multicap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2849 Cr | ₹16148 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Sep 2023 | 01 Oct 1994 |
| 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 | % | 65% |
| Expense Ratio | 2.06 | 1.74 |
| Manager | Piyush Baranwal | Sharmila D'mello |
| ISIN Code | INF03VN01795 | INF109K01613 |
| 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 | ICICI Prudential Multicap Fund - 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) | ICICI Prudential Multicap Fund - Growth |
|---|---|---|
| 1 Month | -2.31% | -0.55% |
| 6 Month | 2.8% | 0.15% |
| 1 Year | 5.59% | 4.67% |
| 3 Year | - | 20.12% |
| 5 Year | - | 19.96% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | ICICI Prudential Multicap Fund - Growth |
|---|---|---|
| 6 Month | 0.38% | -1.04% |
| 1 Year | 13.3% | 5.47% |
| 3 Year | - | 14.23% |
| 5 Year | - | 16.7% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | ICICI Prudential Multicap Fund - Growth |
|---|---|---|
| 1 Year | 13.53% | 16.55% |
| 3 Year | - | 17.51% |
| 5 Year | - | 16.13% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | ICICI Prudential Multicap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 11.89% |
| Sharp | - | 0.99% |
| Beta | - | 0.85% |
| Alpha | - | 2.13% |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | ICICI Prudential Multicap Fund - Growth |
|---|---|---|
| Name | Piyush Baranwal | Sharmila D'mello |
| Total AUM | ₹5379 Cr | ₹354743 Cr |
| Funds Managed | 9 | 35 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | ICICI Prudential Multicap Fund - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
ICICI Prudential Multicap Fund - Growth |
|---|---|---|
| Others | 15.5 | 4.32 |
| Large Cap | 30.29 | 37.38 |
| Mid Cap | 26.22 | 33.67 |
| Small Cap | 27.98 | 24.64 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
ICICI Prudential Multicap Fund - Growth |
|---|---|---|
| Others | 4.4 | 1.85 |
| Communication Services | 3.96 | 5.98 |
| Energy | 2.65 | 1.07 |
| Industrials | 12.6 | 20.64 |
| Financial Services | 29.53 | 18.24 |
| Technology | 9.48 | 1.68 |
| Basic Materials | 5.33 | 23 |
| Consumer Defensive | 2.2 | 1.67 |
| Healthcare | 11.3 | 5.77 |
| Real Estate | 4.82 | 5.54 |
| Consumer Cyclical | 13.46 | 14.4 |
| Utilities | 0.28 | 0.15 |
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