HDFC Multi Cap Fund vs WhiteOak Capital Multi Cap Fund compare

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)	₹919 Cr	₹15554 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	2.15	1.67
Manager	Piyush Baranwal	Dhruv Muchhal
ISIN Code	INF03VN01795	INF179KC1BV9
Exits Load	Exit load of 1%, if redeemed within 1 month./365	Exit load of 1% if redeemed within 1 year./365

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
1 Month	2.81%	1.36%
6 Month	20.24%	21.4%
1 Year	-	45.37%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
6 Month	-	-
1 Year	14.32%	19.55%
3 Year	14.32%	50.54%
5 Year	14.32%	50.54%

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
1 Year	17.29%	27.82%
3 Year	17.29%	56.97%
5 Year	17.29%	56.97%

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

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	16.64	2.97
Large Cap	33.71	43.74
Mid Cap	22.53	26.02
Small Cap	27.15	27.27

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HDFC Multi Cap Fund - Growth Option
Others	-1.36	2.46
Financial	28.93	-
Automobile	3.31	-
Insurance	0.95	1.59
Healthcare	10.38	-
Services	11.92	-
Metals & Mining	2.92	-
Energy	3.57	-
Materials	3.46	-
Technology	6.02	-
Construction	5.35	3.79
Capital Goods	10.41	-
Consumer Staples	6.55	-
Consumer Discretionary	3.53	-
Communication	0.98	-
Textiles	1.29	-
Chemicals	1.59	-
Diversified	0.23	-
Petroleum Products	-	3.67
Gas	-	0.71
IT - Software	-	8.04
Food Products	-	0.19
Capital Markets	-	0.96
Auto Components	-	5.49
Pharmaceuticals & Biotechnology	-	4.96
IT - Services	-	0.16
Industrial Manufacturing	-	1.57
Personal Products	-	0.8
Transport Services	-	0.77
Finance	-	8.38
Consumer Durables	-	5
Healthcare Services	-	2.11
Banks	-	15.56
Diversified FMCG	-	1.2
Non - Ferrous Metals	-	0.36
Realty	-	1.48
Agricultural, Commercial & Construction Vehicles	-	1.34
Chemicals & Petrochemicals	-	2.3
Leisure Services	-	3.12
Automobiles	-	2.75
Aerospace & Defense	-	2.06
Electrical Equipment	-	1.86
Cement & Cement Products	-	2.68
Ferrous Metals	-	0.95
Retailing	-	1.14
Power	-	1.68
Agricultural Food & other Products	-	0.11
Industrial Products	-	3.17
Beverages	-	1.12
Telecom - Services	-	2.32
Media	-	0.18
Oil	-	0.59
Entertainment	-	0.27
Financial Technology (Fintech)	-	0.45
Consumable Fuels	-	0.8
Fertilizers & Agrochemicals	-	0.51
Textiles & Apparels	-	0.28
Transport Infrastructure	-	1.07