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HSBC Multi Cap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
HSBC Multi Cap Fund - Regular - Growth
Chart Comparison
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) | ₹2405 Cr | ₹5033 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 | 2.04% | 1.23% |
| 6 Month | 11.98% | 10.2% |
| 1 Year | 7.45% | 2.51% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 3.61% | 2.52% |
| 1 Year | 18.12% | 13.75% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 13.53% | 35.72% |
| 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 | - | - |
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 | 19.33 | 4.57 |
| Large Cap | 28.74 | 42.19 |
| Mid Cap | 24.57 | 21.68 |
| Small Cap | 27.36 | 31.57 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 9.11 | 1.33 |
| Communication Services | 3.91 | 1.41 |
| Energy | 2.49 | 2.86 |
| Industrials | 11.91 | 16.56 |
| Financial Services | 27.1 | 25.95 |
| Technology | 8.96 | 10.91 |
| Basic Materials | 3.88 | 5.6 |
| Consumer Defensive | 2.69 | 7.96 |
| Healthcare | 10.55 | 7.79 |
| Consumer Cyclical | 14.21 | 17.74 |
| Real Estate | 4.85 | 1.43 |
| Utilities | 0.34 | 0.45 |
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