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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) | ₹2065 Cr | ₹3196 Cr | ₹3196 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 | -1.04% | -1.35% | -1.35% |
| 6 Month | 10.95% | 8.22% | 8.22% |
| 1 Year | 6.8% | -5.94% | -5.94% |
| 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 | 8.2% | 6.81% | 6.81% |
| 1 Year | 13.46% | 4.19% | 4.19% |
| 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 | 18.71% | 27.25% | 27.25% |
| 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 | 18.67 | 4.48 | 4.48 |
| Large Cap | 31.22 | 45.72 | 45.72 |
| Mid Cap | 23.42 | 25.09 | 25.09 |
| Small Cap | 26.69 | 24.71 | 24.71 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
|---|---|---|---|
| Others | 10.17 | 2.21 | 2.21 |
| Communication Services | 4.26 | 4.46 | 4.46 |
| Energy | 2.41 | 4.76 | 4.76 |
| Industrials | 14.01 | 12.91 | 12.91 |
| Financial Services | 26.28 | 30.17 | 30.17 |
| Technology | 8.48 | 10.66 | 10.66 |
| Basic Materials | 3.83 | 7.29 | 7.29 |
| Healthcare | 10.62 | 7.63 | 7.63 |
| Consumer Cyclical | 13.35 | 12.55 | 12.55 |
| Real Estate | 3.14 | 1.95 | 1.95 |
| Utilities | 0.72 | 3.23 | 3.23 |
| Consumer Defensive | 2.73 | 2.19 | 2.19 |
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