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WhiteOak Capital Multi Cap Fund vs Invesco India Multicap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Invesco India Multicap Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2405 Cr | ₹4084 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 22 Sep 2023 | 17 Mar 2008 |
| 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 | % | 52% |
| Expense Ratio | 2.06 | 1.9 |
| Manager | Piyush Baranwal | Dhimant Kothari |
| ISIN Code | INF03VN01795 | INF205K01DN2 |
| 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 | Invesco India 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) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Month | 1.65% | 0.61% |
| 6 Month | 11.05% | 5.72% |
| 1 Year | 8.93% | -0.62% |
| 3 Year | - | 19.06% |
| 5 Year | - | 22.02% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | 3.71% | 1.28% |
| 1 Year | 17.58% | 8.39% |
| 3 Year | - | 16.56% |
| 5 Year | - | 17.04% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Year | 13.53% | 14.47% |
| 3 Year | - | 18.1% |
| 5 Year | - | 18.96% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.65% |
| Sharp | - | 0.83% |
| Beta | - | 0.96% |
| Alpha | - | -0.24% |
Fund Managers
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Dhimant Kothari |
| Total AUM | ₹5379 Cr | ₹8118 Cr |
| Funds Managed | 9 | 7 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 19.33 | 12.56 |
| Large Cap | 28.74 | 32.97 |
| Mid Cap | 24.57 | 27.03 |
| Small Cap | 27.36 | 27.43 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 9.11 | 0.96 |
| Communication Services | 3.91 | 2.18 |
| Energy | 2.49 | - |
| Industrials | 11.91 | 14 |
| Financial Services | 27.1 | 26.34 |
| Technology | 8.96 | 9.63 |
| Basic Materials | 3.88 | 5 |
| Consumer Defensive | 2.69 | 2.74 |
| Healthcare | 10.55 | 11.37 |
| Consumer Cyclical | 14.21 | 24.81 |
| Real Estate | 4.85 | 2.97 |
| Utilities | 0.34 | - |
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