Compare Sundaram Multi Cap Fund vs WhiteOak Capital Multi Cap Fund
Sundaram Multi Cap Fund
EquityMulti Cap
WhiteOak Capital Multi Cap Fund
EquityMulti Cap
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.28
2.21
NAV
₹417.21
₹16.21
Fund Started
03 Oct 2000
31 Aug 2023
Fund Size
₹2900.87 Cr
₹4609.75 Cr
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days.
-
1 Year
-5.68%
0.04%
3 Year
10.08%
14.99%
5 Year
8.35%
-
Equity
97.12%
88.77%
Cash
2.82%
3.63%
Top 10 Holdings
Name | Assets |
|---|---|
Larsen & Toubro Ltd. | 2.98% |
ICICI Bank Ltd. | 2.83% |
Kirloskar Oil Engines Ltd. | 2.75% |
One 97 Communications Ltd. | 2.73% |
Reliance Industries Ltd. | 2.66% |
Axis Bank Ltd. | 2.60% |
Interglobe Aviation Ltd. | 2.50% |
Kalyan Jewellers India Ltd. | 2.18% |
Eternal Ltd. | 2.17% |
MTAR Technologies Ltd. | 2.12% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 4.74% |
Bharti Airtel Ltd. | 2.51% |
Nestle India Ltd. | 2.35% |
HDFC Bank Ltd. | 1.96% |
Eternal Ltd. | 1.58% |
State Bank of India | 1.52% |
Mahindra & Mahindra Ltd. | 1.39% |
Nifty Bank | 1.23% |
Reliance Industries Ltd. | 1.12% |
The Federal Bank Ltd. | 1.11% |
Name
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Start Date
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Description
The fund seeks to achieve long-term capital appreciation through investment primarily in equities. With professional management and diversification provided the AMC, the risk will be considerably lower.
The Scheme seeks to provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of Large Cap, Mid Cap and Small Cap Stock.
Launch Date
03 Oct 2000
31 Aug 2023
