HDFC Multi Cap Fund vs WhiteOak Capital Multi Cap Fund compare

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tortoise-icon WhiteOak Capital Multi Cap Fund - Regular (G)

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tortoise-icon 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 Very High
Asset Size (Cr) ₹1308 Cr ₹16733 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 2.08 1.67
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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) HDFC Multi Cap Fund - Growth Option
1 Month 4.34% 2.98%
6 Month 9.8% 1.87%
1 Year 28.97% 21.71%
3 Year - 23.85%
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) HDFC Multi Cap Fund - Growth Option
6 Month - -
1 Year 26.07% 14.2%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) HDFC Multi Cap Fund - Growth Option
1 Year 44.46% 33.8%
3 Year - -
5 Year - -

Risk Management

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) HDFC Multi Cap Fund - Growth Option
Standard Deviation - 15.5%
Sharp - -
Beta - -
Alpha - -

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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