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) | ₹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 | 2.99% | 2.75% |
6 Month | -3.16% | -6.11% |
1 Year | 11.07% | 2.56% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
6 Month | 0.36% | -0.8% |
1 Year | -0.71% | -7.97% |
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 | - | - |
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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 |
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