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WhiteOak Capital Multi Cap Fund vs Tata Multicap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
Tata Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Fund | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1481 Cr | ₹2935 Cr | ₹2935 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹150 | ₹150 |
| Min Addl Investment | ₹500 | ₹1000 | ₹1000 |
| Launch Date | 22 Sep 2023 | 02 Feb 2023 | 02 Feb 2023 |
| Category | Multi Cap | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Turn Over | % | 3.53% | 3.53% |
| Expense Ratio | 2.06 | 1.89 | 1.89 |
| Manager | Piyush Baranwal | Rahul Singh | Rahul Singh |
| ISIN Code | INF03VN01795 | INF277KA1703 | INF277KA1703 |
| 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 | Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Multicap Fund - Regular Plan - 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) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Month | 3.85% | 3.59% | 3.59% |
| 6 Month | 2.84% | -1.67% | -1.67% |
| 1 Year | 13.5% | 2.99% | 2.99% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 6 Month | 5.54% | 4.74% | 4.74% |
| 1 Year | 7.7% | -2.55% | -2.55% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| 1 Year | 31.76% | 28.94% | 28.94% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Standard Deviation | - | - | - |
| Sharp | - | - | - |
| Beta | - | - | - |
| Alpha | - | - | - |
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Fund Managers
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Name | Piyush Baranwal | Rahul Singh | Rahul Singh |
| Total AUM | ₹5379 Cr | ₹19760 Cr | ₹19760 Cr |
| Funds Managed | 9 | 9 | 9 |
| WhiteOak Capital Multi Cap Fund - Regular (G) | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 13.83 | 8.65 | 8.65 |
| Large Cap | 34.03 | 36.4 | 36.4 |
| Mid Cap | 24.75 | 26.28 | 26.28 |
| Small Cap | 27.39 | 28.67 | 28.67 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 11.79 | 7.05 | 7.05 |
| Communication Services | 3.79 | 4.36 | 4.36 |
| Energy | 3.02 | 4.21 | 4.21 |
| Industrials | 10.09 | 14.86 | 14.86 |
| Financial Services | 27.01 | 26.7 | 26.7 |
| Technology | 9.56 | 5.47 | 5.47 |
| Basic Materials | 4.27 | 7.15 | 7.15 |
| Consumer Cyclical | 13.67 | 16.02 | 16.02 |
| Healthcare | 9.06 | 4.16 | 4.16 |
| Real Estate | 3.86 | 4.94 | 4.94 |
| Consumer Defensive | 3.21 | 1.07 | 1.07 |
| Utilities | 0.67 | 4.01 | 4.01 |
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