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WhiteOak Capital Multi Cap Fund vs HSBC 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) | ₹2065 Cr | ₹4985 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 | -1.7% | -1.88% |
| 6 Month | 7.3% | 5.52% |
| 1 Year | 8.62% | 0.15% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 7.14% | 6.5% |
| 1 Year | 9.71% | 4.44% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 15.35% | 45.77% |
| 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 | 18.67 | 6.29 |
| Large Cap | 31.22 | 41.34 |
| Mid Cap | 23.42 | 25.36 |
| Small Cap | 26.69 | 27.02 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 10.17 | 1.17 |
| Communication Services | 4.26 | 1.53 |
| Energy | 2.41 | 3.17 |
| Industrials | 14.01 | 16.67 |
| Financial Services | 26.28 | 29.61 |
| Technology | 8.48 | 9.96 |
| Basic Materials | 3.83 | 5.17 |
| Healthcare | 10.62 | 7.5 |
| Consumer Cyclical | 13.35 | 16.55 |
| Real Estate | 3.14 | 1.74 |
| Utilities | 0.72 | 1.47 |
| Consumer Defensive | 2.73 | 5.45 |
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