HDFC Multi Cap Fund vs WhiteOak Capital Multi Cap Fund compare

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WhiteOak Capital Multi Cap Fund - Regular (G)

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HDFC Multi Cap Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
Fund	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹1481 Cr	₹16089 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹500	₹100
Launch Date	22 Sep 2023	07 Dec 2021
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	%	11.16%
Expense Ratio	2.06	1.68
Manager	Piyush Baranwal	Dhruv Muchhal
ISIN Code	INF03VN01795	INF179KC1BV9
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	HDFC Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
1 Month	-5.14%	-5.95%
6 Month	-7.55%	-14.01%
1 Year	9.23%	2.88%
3 Year	-	19.53%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
6 Month	-	-
1 Year	-5.07%	-13.35%
3 Year	-	16.88%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
1 Year	34.95%	31.47%
3 Year	-	21.88%
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
Standard Deviation	-	14.34%
Sharp	-	0.933%
Beta	-	0.985%
Alpha	-	5.43%

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Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
Name	Piyush Baranwal	Dhruv Muchhal
Total AUM	₹5379 Cr	₹520687 Cr
Fund Manage	9	40
	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
Others	4.87	2.97
Small Cap	34.03	27.27
Large Cap	33.63	43.74
Mid Cap	27.47	26.02

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
Others	4.87	2.46
Realty	3.56	1.48
Petroleum Products	1.54	3.67
Industrial Products	5.09	3.17
IT - Software	5.54	8.04
Pharmaceuticals & Biotechnology	5.83	4.96
Construction	2.08	3.79
Cement & Cement Products	0.9	2.68
Retailing	5.33	1.14
Finance	6.95	8.38
Healthcare Services	2.2	2.11
Electrical Equipment	4.45	1.86
Agricultural Food & other Products	0.04	0.11
Non - Ferrous Metals	0.36	0.36
Banks	12.52	15.56
Leisure Services	1.66	3.12
Paper, Forest & Jute Products	0.12	-
Transport Services	0.9	0.77
Auto Components	2.95	5.49
Ferrous Metals	1.04	0.95
Consumer Durables	3.52	5
Personal Products	1.65	0.8
Food Products	1.33	0.19
Automobiles	1.32	2.75
Power	0.48	1.68
Telecom - Services	2.14	2.32
Chemicals & Petrochemicals	1.58	2.3
Insurance	2.65	1.59
Beverages	0.37	1.12
Healthcare Equipment & Supplies	1.31	-
IT - Services	1.19	0.16
Diversified	0.23	-
Aerospace & Defense	0.87	2.06
Oil	0.79	0.59
Textiles & Apparels	0.64	0.28
Capital Markets	8.54	0.96
Commercial Services & Supplies	0.6	-
Gas	0.27	0.71
Financial Technology (Fintech)	0.72	0.45
Diversified FMCG	0.23	1.2
Minerals & Mining	0.42	-
Household Products	0.88	-
Entertainment	0.34	0.27
Industrial Manufacturing	-	1.57
Agricultural, Commercial & Construction Vehicles	-	1.34
Media	-	0.18
Consumable Fuels	-	0.8
Fertilizers & Agrochemicals	-	0.51
Transport Infrastructure	-	1.07