Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HSBC Multi Cap Fund vs WhiteOak Capital Multi Cap Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

Invest Now

tortoise-icon HSBC Multi Cap Fund - Regular - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) HSBC Multi Cap Fund - Regular - Growth
Fund WhiteOak Capital Multi Cap Fund - Regular (G) HSBC Multi Cap Fund - Regular - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1481 Cr ₹4254 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 22 Sep 2023 30 Jan 2023
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 % 0.0%
Expense Ratio 2.06 1.86
Manager Piyush Baranwal Venugopal Manghat
ISIN Code INF03VN01795 INF336L01QQ8
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 HSBC Multi Cap 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) HSBC Multi Cap Fund - Regular - Growth
1 Month 3.85% 3.41%
6 Month 2.84% 0.13%
1 Year 13.5% 5.34%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) HSBC Multi Cap Fund - Regular - Growth
6 Month 5.54% 4.88%
1 Year 7.7% 0.98%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) HSBC Multi Cap Fund - Regular - Growth
1 Year 31.76% 54.37%
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) HSBC Multi Cap Fund - Regular - Growth
Standard Deviation - -
Sharp - -
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) HSBC Multi Cap Fund - Regular - Growth
Name Piyush Baranwal Venugopal Manghat
Total AUM ₹5379 Cr ₹41442 Cr
Funds Managed 9 7
WhiteOak Capital Multi Cap Fund - Regular (G) HSBC Multi Cap Fund - Regular - Growth

Market Cap

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

HSBC Multi Cap Fund - Regular - Growth

Others 13.83 3.41
Large Cap 34.03 40.83
Mid Cap 24.75 29.31
Small Cap 27.39 26.46

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

HSBC Multi Cap Fund - Regular - Growth

Others 11.79 3.76
Communication Services 3.79 1.13
Energy 3.02 3.82
Industrials 10.09 16.24
Financial Services 27.01 23.2
Technology 9.56 15.87
Basic Materials 4.27 5.68
Consumer Cyclical 13.67 15.42
Healthcare 9.06 5.82
Real Estate 3.86 1.94
Consumer Defensive 3.21 5.47
Utilities 0.67 1.63

Top Comparisons

HSBC Liquid Fund - Regular Growth HSBC Liquid Fund - Regular Growth

3Y Returns6.88%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns6.93%

Compare Now

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns14.29%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns14.29%

Compare Now

SBI Savings Fund - Regular Plan - Growth SBI Savings Fund - Regular Plan - Growth

3Y Returns6.91%

VS

Baroda BNP Paribas Money Market Fund-Regular Plan - Growth Baroda BNP Paribas Money Market Fund-Regular Plan - Growth

3Y Returns6.88%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns22.82%

VS

Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Motilal Oswal Nifty Smallcap 250 Index - Regular Plan

3Y Returns23.16%

Compare Now
Add to Cart Successfully