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HDFC Multi Cap Fund vs WhiteOak Capital Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
HDFC Multi Cap Fund - Growth Option
Chart Comparison
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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HDFC Multi Cap Fund - Growth Option |
|---|---|---|
| 1 Month | 5.37% | 6.14% |
| 6 Month | -10.73% | -15.01% |
| 1 Year | 9.89% | 4.16% |
| 3 Year | - | 19.19% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HDFC Multi Cap Fund - Growth Option |
|---|---|---|
| 6 Month | -5.85% | -6.49% |
| 1 Year | -5.11% | -12.77% |
| 3 Year | - | 17.72% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HDFC Multi Cap Fund - Growth Option |
|---|---|---|
| 1 Year | 31.76% | 31.47% |
| 3 Year | - | 21.88% |
| 5 Year | - | - |
Risk Management
| 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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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 |
| Funds Managed | 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 | 12.45 | 2.25 |
| Large Cap | 34.59 | 43.73 |
| Mid Cap | 23.66 | 27.59 |
| Small Cap | 29.31 | 26.44 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
HDFC Multi Cap Fund - Growth Option |
|---|---|---|
| Others | 9.11 | 1.51 |
| Energy | 2.52 | 4.66 |
| Industrials | 11.86 | 13.14 |
| Financial Services | 27.44 | 28.16 |
| Technology | 10.32 | 12.23 |
| Basic Materials | 4.91 | 7.59 |
| Consumer Cyclical | 14.08 | 14.88 |
| Healthcare | 9.5 | 8.27 |
| Consumer Defensive | 2.51 | 3.44 |
| Real Estate | 3.09 | 0.96 |
| Utilities | 1.19 | 2.01 |
| Communication Services | 3.47 | 3.14 |
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