WhiteOak Capital Multi Cap Fund vs Invesco India Multicap Fund compare

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WhiteOak Capital Multi Cap Fund - Regular (G)

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Invesco India Multicap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1481 Cr	₹3728 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	1.88
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

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
1 Month	4.63%	4.42%
6 Month	1.75%	-0.89%
1 Year	13.08%	10.31%
3 Year	-	21.82%
5 Year	-	26.69%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
6 Month	5.54%	4.56%
1 Year	7.7%	2.94%
3 Year	-	20.63%
5 Year	-	20.01%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
1 Year	31.76%	15.33%
3 Year	-	18.01%
5 Year	-	18.46%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
Standard Deviation	-	12.65%
Sharp	-	0.78%
Beta	-	0.93%
Alpha	-	1.39%

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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

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
Others	13.83	3.59
Large Cap	34.03	42.89
Mid Cap	24.75	27.55
Small Cap	27.39	25.97

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	Invesco India Multicap Fund - Growth Option
Others	11.79	3.59
Communication Services	3.79	-
Energy	3.02	-
Industrials	10.09	-
Financial Services	27.01	-
Technology	9.56	-
Basic Materials	4.27	-
Consumer Cyclical	13.67	-
Healthcare	9.06	-
Real Estate	3.86	-
Consumer Defensive	3.21	-
Utilities	0.67	-
Telecom - Services	-	2.41
IT - Software	-	8.67
Retailing	-	6.8
Healthcare Services	-	1.46
Non - Ferrous Metals	-	0.71
Pharmaceuticals & Biotechnology	-	6.36
Banks	-	10.19
Electrical Equipment	-	5.35
Cement & Cement Products	-	3.12
Paper, Forest & Jute Products	-	1.36
Ferrous Metals	-	1.43
Power	-	2.34
Automobiles	-	1.81
Commercial Services & Supplies	-	1.76
Finance	-	3.89
Agricultural Food & other Products	-	1.92
Industrial Products	-	4.33
Beverages	-	3.86
Healthcare Equipment & Supplies	-	1.52
Realty	-	2.53
Chemicals & Petrochemicals	-	3.6
Aerospace & Defense	-	2.04
Consumer Durables	-	5.56
Auto Components	-	3.21
Financial Technology (Fintech)	-	1.67
Insurance	-	1.02
Food Products	-	1.67
Transport Services	-	1.66
Industrial Manufacturing	-	2.38
Capital Markets	-	1.78