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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) | ₹1893 Cr | ₹4003 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 | 4.23% | 3.69% |
| 6 Month | 3.5% | -0.95% |
| 1 Year | 12.82% | 8.35% |
| 3 Year | - | 25.18% |
| 5 Year | - | 25.59% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 6 Month | 12.17% | 11.16% |
| 1 Year | 16.81% | 10.97% |
| 3 Year | - | 22.02% |
| 5 Year | - | 20.64% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| 1 Year | 18.71% | 14.92% |
| 3 Year | - | 17.84% |
| 5 Year | - | 18.59% |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.65% |
| Sharp | - | 1% |
| Beta | - | 0.94% |
| Alpha | - | 1.05% |
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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 | 13.83 | 2.39 |
| Large Cap | 34.03 | 44.59 |
| Mid Cap | 24.75 | 27.99 |
| Small Cap | 27.39 | 25.03 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Invesco India Multicap Fund - Growth Option |
|---|---|---|
| Others | 11.79 | 2.39 |
| 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 | - | 2.79 |
| IT - Software | - | 7.66 |
| Food Products | - | 1.95 |
| Retailing | - | 7.21 |
| Healthcare Services | - | 2.7 |
| Non - Ferrous Metals | - | 0.77 |
| Pharmaceuticals & Biotechnology | - | 5.54 |
| Banks | - | 11.95 |
| Electrical Equipment | - | 3.76 |
| Cement & Cement Products | - | 3.59 |
| Paper, Forest & Jute Products | - | 0.99 |
| Ferrous Metals | - | 1.52 |
| Power | - | 2.3 |
| Automobiles | - | 1.62 |
| Commercial Services & Supplies | - | 1.64 |
| Finance | - | 4.48 |
| Agricultural Food & other Products | - | 2.16 |
| Industrial Products | - | 3.57 |
| Beverages | - | 4.78 |
| Healthcare Equipment & Supplies | - | 1.68 |
| Realty | - | 1.97 |
| Chemicals & Petrochemicals | - | 3.92 |
| Aerospace & Defense | - | 2.05 |
| Consumer Durables | - | 6.04 |
| Auto Components | - | 3.09 |
| Financial Technology (Fintech) | - | 1.65 |
| Insurance | - | 0.97 |
| Transport Services | - | 1.64 |
| Industrial Manufacturing | - | 1.64 |
| Capital Markets | - | 1.98 |
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