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) | ₹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 |
Trailing Lumpsum Returns
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 | - | - |
SIP Return Analysis
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 | - | - |
Rolling Lumpsum Returns
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 | - | - |
Risk Management
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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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 | 13.83 | 2.25 |
Large Cap | 34.03 | 43.73 |
Mid Cap | 24.75 | 27.59 |
Small Cap | 27.39 | 26.44 |
Sector Allocation
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 |
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