HDFC Multi Cap Fund vs WhiteOak Capital Multi Cap Fund compare

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WhiteOak Capital Multi Cap Fund - Regular (G)

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HDFC Multi Cap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
Fund	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1481 Cr	₹16089 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	22 Sep 2023	07 Dec 2021
Category	Multi Cap	Multi Cap
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 500 Multicap 50:25:25 TRI	Nifty 500 Multicap 50:25:25 TRI
Turn Over	%	11.16%
Expense Ratio	2.06	1.68
Manager	Piyush Baranwal	Dhruv Muchhal
ISIN Code	INF03VN01795	INF179KC1BV9
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	HDFC Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
1 Month	4.06%	3.58%
6 Month	-2.72%	-3.32%
1 Year	11.51%	2.82%
3 Year	-	26.92%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
6 Month	9.38%	9.03%
1 Year	11.34%	5.77%
3 Year	-	20.44%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
1 Year	18.71%	28.73%
3 Year	-	20.65%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
Standard Deviation	-	14.34%
Sharp	-	0.933%
Beta	-	0.985%
Alpha	-	5.43%

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Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
Name	Piyush Baranwal	Dhruv Muchhal
Total AUM	₹5379 Cr	₹520687 Cr
Funds Managed	9	40
	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
Others	13.83	2.25
Large Cap	34.03	43.73
Mid Cap	24.75	27.59
Small Cap	27.39	26.44

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
Others	11.79	1.51
Communication Services	3.79	3.14
Energy	3.02	4.66
Industrials	10.09	13.14
Financial Services	27.01	28.16
Technology	9.56	12.23
Basic Materials	4.27	7.59
Consumer Cyclical	13.67	14.88
Healthcare	9.06	8.27
Real Estate	3.86	0.96
Consumer Defensive	3.21	3.44
Utilities	0.67	2.01