HSBC 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 HSBC Multi Cap Fund - Regular - Growth

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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) 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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) HSBC Multi Cap Fund - Regular - Growth
1 Month -5.83% -7.58%
6 Month 0.7% -4.66%
1 Year 18.75% 15.65%
3 Year - -
5 Year - -

SIP Return Analysis

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) HSBC Multi Cap Fund - Regular - Growth
6 Month - -
1 Year 11.91% 4.58%
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) HSBC Multi Cap Fund - Regular - Growth
1 Year 40.36% 56.35%
3 Year - -
5 Year - -

Risk Management

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

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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