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) ₹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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) HDFC Multi Cap Fund - Growth Option
1 Month -2.87% -4.67%
6 Month 17.9% 12.8%
1 Year 39.88% 34.6%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) HDFC Multi Cap Fund - Growth Option
6 Month - -
1 Year 29.17% 19.33%
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 16.64 2.97
Large Cap 33.71 43.74
Mid Cap 22.53 26.02
Small Cap 27.15 27.27

Sector Allocation

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

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