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) | ₹1893 Cr | ₹4757 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 | 3.55% | 3.3% |
6 Month | 1.55% | -1.63% |
1 Year | 10.12% | 1.05% |
3 Year | - | - |
5 Year | - | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
6 Month | 11.6% | 10.92% |
1 Year | 17.2% | 10.88% |
3 Year | - | - |
5 Year | - | - |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
1 Year | 18.71% | 50.5% |
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 | 16.67 | 3.87 |
Large Cap | 31.68 | 43.12 |
Mid Cap | 23.91 | 25.71 |
Small Cap | 27.74 | 27.31 |
Sector Allocation
Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
HSBC Multi Cap Fund - Regular - Growth |
---|---|---|
Others | 8.82 | 1.87 |
Communication Services | 4.04 | 1.48 |
Energy | 3.22 | 2.75 |
Industrials | 12.95 | 17.15 |
Financial Services | 28.56 | 29.56 |
Technology | 9.58 | 10.06 |
Basic Materials | 3.92 | 5.15 |
Healthcare | 10.38 | 7.06 |
Consumer Cyclical | 11.66 | 15.26 |
Real Estate | 3.03 | 1.68 |
Utilities | 0.89 | 1.5 |
Consumer Defensive | 2.95 | 6.49 |
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