- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹2957 Cr | ₹5315 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 | -3.52% | -3.28% |
| 6 Month | 0.19% | 0.37% |
| 1 Year | 13.06% | 10.07% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | -4.51% | -5.07% |
| 1 Year | 0.63% | -2.42% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 11.23% | 15.85% |
| 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 | 20.71 | 8.31 |
| Large Cap | 29.73 | 41.83 |
| Small Cap | 25.73 | 29.42 |
| Mid Cap | 23.83 | 20.44 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 7.19 | 0.62 |
| Communication Services | 4.72 | 1.35 |
| Energy | 2.76 | 3.12 |
| Financial Services | 27.6 | 28.75 |
| Technology | 7.73 | 9.67 |
| Basic Materials | 6.24 | 4.47 |
| Consumer Defensive | 2.27 | 8.12 |
| Healthcare | 10.96 | 7.8 |
| Industrials | 10.99 | 17.15 |
| Real Estate | 5.6 | 1.43 |
| Consumer Cyclical | 13.68 | 16.82 |
| Utilities | 0.26 | 0.7 |
Top Comparisons
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns9.71%
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns9.42%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.46%
Edelweiss Money Market Fund - Regular Plan - Growth Option
3Y Returns6.67%
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns17.77%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns22.95%
HDFC Non-Cyclical Consumer Fund - Regular (G)
3Y Returns0%
UTI India Consumer Fund - Regular Plan - Growth Option
3Y Returns14.37%
