HSBC Multi Cap Fund vs WhiteOak Capital Multi Cap Fund compare

Overview

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HSBC Multi Cap Fund - Regular - Growth
Fund	WhiteOak Capital Multi Cap Fund - Regular (G)	HSBC Multi Cap Fund - Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1308 Cr	₹4165 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹1000
Launch Date	22 Sep 2023	30 Jan 2023
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	%	0.0%
Expense Ratio	2.08	1.87
Manager	Piyush Baranwal	Venugopal Manghat
ISIN Code	INF03VN01795	INF336L01QQ8
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	HSBC Multi Cap 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)	HSBC Multi Cap Fund - Regular - Growth
1 Month	4.34%	5.26%
6 Month	9.8%	4.59%
1 Year	28.97%	29.51%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HSBC Multi Cap Fund - Regular - Growth
6 Month	-	-
1 Year	26.07%	21.03%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HSBC Multi Cap Fund - Regular - Growth
1 Year	44.46%	56.35%
3 Year	-	-
5 Year	-	-

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HSBC Multi Cap Fund - Regular - Growth
Standard Deviation	-	-
Sharp	-	-
Beta	-	-
Alpha	-	-

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Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HSBC Multi Cap Fund - Regular - Growth
Name	Piyush Baranwal	Venugopal Manghat
Total AUM	₹5379 Cr	₹41442 Cr
Fund Manage	9	7
	WhiteOak Capital Multi Cap Fund - Regular (G)	HSBC Multi Cap Fund - Regular - Growth

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HSBC Multi Cap Fund - Regular - Growth
Others	4.87	4.82
Small Cap	34.03	32.57
Large Cap	33.63	37.62
Mid Cap	27.47	24.99

Scheme Name	WhiteOak Capital Multi Cap Fund - Regular (G)	HSBC Multi Cap Fund - Regular - Growth
Others	4.87	2.43
Realty	3.56	-
Petroleum Products	1.54	-
Industrial Products	5.09	-
IT - Software	5.54	-
Pharmaceuticals & Biotechnology	5.83	-
Construction	2.08	10.63
Cement & Cement Products	0.9	-
Retailing	5.33	-
Finance	6.95	-
Healthcare Services	2.2	-
Electrical Equipment	4.45	-
Agricultural Food & other Products	0.04	-
Non - Ferrous Metals	0.36	-
Banks	12.52	-
Leisure Services	1.66	-
Paper, Forest & Jute Products	0.12	-
Transport Services	0.9	-
Auto Components	2.95	-
Ferrous Metals	1.04	-
Consumer Durables	3.52	-
Personal Products	1.65	-
Food Products	1.33	-
Automobiles	1.32	-
Power	0.48	-
Telecom - Services	2.14	-
Chemicals & Petrochemicals	1.58	-
Insurance	2.65	-
Beverages	0.37	-
Healthcare Equipment & Supplies	1.31	-
IT - Services	1.19	-
Diversified	0.23	-
Aerospace & Defense	0.87	-
Oil	0.79	-
Textiles & Apparels	0.64	-
Capital Markets	8.54	-
Commercial Services & Supplies	0.6	-
Gas	0.27	-
Financial Technology (Fintech)	0.72	-
Diversified FMCG	0.23	-
Minerals & Mining	0.42	-
Household Products	0.88	-
Entertainment	0.34	-
Energy	-	7.24
Capital Goods	-	12.64
Technology	-	8.2
Healthcare	-	6.69
Consumer Staples	-	4.28
Financial	-	18.87
Metals & Mining	-	6.4
Automobile	-	3.97
Services	-	11.51
Chemicals	-	1.81
Materials	-	1.58
Communication	-	0.75
Consumer Discretionary	-	1.08
Textiles	-	1.92