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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) | ₹2849 Cr | ₹3227 Cr | ₹3227 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 | -2.73% | -1.04% | -1.04% |
| 6 Month | 4.16% | 4.02% | 4.02% |
| 1 Year | 2.54% | -0.72% | -0.72% |
| 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 | 1.75% | 2.89% | 2.89% |
| 1 Year | 17.21% | 17.08% | 17.08% |
| 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 | 13.53% | 19.44% | 19.44% |
| 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 | - | - | - |
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 | 15.5 | 3.85 | 3.85 |
| Large Cap | 30.29 | 43.52 | 43.52 |
| Mid Cap | 26.22 | 25.09 | 25.09 |
| Small Cap | 27.98 | 27.55 | 27.55 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 4.4 | 1.53 | 1.53 |
| Communication Services | 3.96 | 4.07 | 4.07 |
| Energy | 2.65 | 3.4 | 3.4 |
| Industrials | 12.6 | 15.12 | 15.12 |
| Financial Services | 29.53 | 28.37 | 28.37 |
| Technology | 9.48 | 11.52 | 11.52 |
| Basic Materials | 5.33 | 7.25 | 7.25 |
| Consumer Defensive | 2.2 | 2 | 2 |
| Healthcare | 11.3 | 8.3 | 8.3 |
| Real Estate | 4.82 | 2.36 | 2.36 |
| Consumer Cyclical | 13.46 | 12.84 | 12.84 |
| Utilities | 0.28 | 3.24 | 3.24 |
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