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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) | ₹2167 Cr | ₹18336 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 | -0.99% | -3.38% |
| 6 Month | 14.8% | 11.81% |
| 1 Year | 9.24% | -0.96% |
| 3 Year | - | 20.95% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HDFC Multi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | 5.88% | 3.3% |
| 1 Year | 10.75% | 3.14% |
| 3 Year | - | 16.85% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HDFC Multi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 15.35% | 28.23% |
| 3 Year | - | 22.78% |
| 5 Year | - | - |
Risk Management
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HDFC Multi Cap Fund - Growth Option |
|---|---|---|
| Standard Deviation | - | 14.12% |
| Sharp | - | 1.07% |
| Beta | - | 1.00% |
| Alpha | - | 5.05% |
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 | 17.47 | 5.89 |
| Large Cap | 29.96 | 40.94 |
| Mid Cap | 23.61 | 27.19 |
| Small Cap | 28.95 | 25.98 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
HDFC Multi Cap Fund - Growth Option |
|---|---|---|
| Others | 7.38 | 0.92 |
| Communication Services | 4.02 | 3.51 |
| Energy | 2.81 | 4.49 |
| Industrials | 14.07 | 13.22 |
| Financial Services | 27.87 | 28.31 |
| Technology | 8.64 | 10.23 |
| Basic Materials | 4.36 | 7.71 |
| Healthcare | 10.85 | 9.34 |
| Consumer Cyclical | 12.05 | 15.57 |
| Real Estate | 3.68 | 1.96 |
| Utilities | 0.68 | 1.8 |
| Consumer Defensive | 3.58 | 2.94 |
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