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) | ₹2262 Cr | ₹3058 Cr | ₹3058 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 | 2.26% | 1.82% | 1.82% |
6 Month | 19.66% | 17.29% | 17.29% |
1 Year | 4.4% | -7.24% | -7.24% |
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 | 5.72% | 3.97% | 3.97% |
1 Year | 16.25% | 8.54% | 8.54% |
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 | 15.35% | 24.62% | 24.62% |
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 | 17.47 | 3.91 | 3.91 |
Large Cap | 29.96 | 44.67 | 44.67 |
Mid Cap | 23.61 | 24.44 | 24.44 |
Small Cap | 28.95 | 26.98 | 26.98 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
---|---|---|---|
Others | 7.38 | 1.77 | 1.77 |
Communication Services | 4.02 | 4.38 | 4.38 |
Energy | 2.81 | 4.56 | 4.56 |
Industrials | 14.07 | 12.23 | 12.23 |
Financial Services | 27.87 | 30.26 | 30.26 |
Technology | 8.64 | 10.43 | 10.43 |
Basic Materials | 4.36 | 7.45 | 7.45 |
Healthcare | 10.85 | 8.5 | 8.5 |
Consumer Cyclical | 12.05 | 12.84 | 12.84 |
Real Estate | 3.68 | 1.91 | 1.91 |
Utilities | 0.68 | 3.23 | 3.23 |
Consumer Defensive | 3.58 | 2.44 | 2.44 |
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