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HDFC Multi Cap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
HDFC Multi Cap Fund - Growth Option
Chart Comparison
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) | ₹2405 Cr | ₹18675 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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HDFC Multi Cap Fund - Growth Option |
|---|---|---|
| 1 Month | 2.39% | 1.17% |
| 6 Month | 14.81% | 10.97% |
| 1 Year | 9.3% | 3.57% |
| 3 Year | - | 20.67% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HDFC Multi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 3.61% | 2.18% |
| 1 Year | 18.12% | 13.17% |
| 3 Year | - | 16.24% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HDFC Multi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 13.53% | 27.42% |
| 3 Year | - | 21.54% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HDFC Multi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.10% |
| Sharp | - | 0.98% |
| Beta | - | 0.98% |
| Alpha | - | 2.07% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
HDFC Multi Cap Fund - Growth Option |
|---|---|---|
| Others | 19.33 | 8.68 |
| Large Cap | 28.74 | 41.33 |
| Mid Cap | 24.57 | 27.33 |
| Small Cap | 27.36 | 22.66 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
HDFC Multi Cap Fund - Growth Option |
|---|---|---|
| Others | 9.11 | 3.83 |
| Communication Services | 3.91 | 3.28 |
| Energy | 2.49 | 4.78 |
| Industrials | 11.91 | 11.29 |
| Financial Services | 27.1 | 27.16 |
| Technology | 8.96 | 10.21 |
| Basic Materials | 3.88 | 6.62 |
| Consumer Defensive | 2.69 | 4.92 |
| Healthcare | 10.55 | 8.31 |
| Consumer Cyclical | 14.21 | 16 |
| Real Estate | 4.85 | 1.78 |
| Utilities | 0.34 | 1.81 |
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