WhiteOak Capital Multi Cap Fund vs HSBC 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) ₹919 Cr ₹3554 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 NIFTY500 MULTICAP 50:25:25 TRI
Turn Over % 0.0%
Expense Ratio 2.15 1.92
Manager Piyush Baranwal Venugopal Manghat
ISIN Code INF03VN01795 INF336L01QQ8
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) HSBC Multi Cap Fund - Regular - Growth
1 Month 2.81% 2.92%
6 Month 20.24% 20.68%
1 Year - 57.24%
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 14.32% 22.86%
3 Year 14.32% 36.07%
5 Year 14.32% 36.07%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Multi Cap Fund - Regular (G) HSBC Multi Cap Fund - Regular - Growth
1 Year 17.29% 36.97%
3 Year 17.29% 42.03%
5 Year 17.29% 42.03%

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 16.64 4.82
Large Cap 33.71 37.62
Small Cap 27.15 32.57
Mid Cap 22.53 24.99

Sector Allocation

Scheme Name

WhiteOak Capital Multi Cap Fund - Regular (G)

HSBC Multi Cap Fund - Regular - Growth

Others -1.36 2.43
Financial 28.93 18.87
Capital Goods 10.41 12.64
Services 11.92 11.51
Energy 3.57 7.24
Consumer Staples 6.55 4.28
Construction 5.35 10.63
Materials 3.46 1.58
Consumer Discretionary 3.53 1.08
Healthcare 10.38 6.69
Technology 6.02 8.2
Automobile 3.31 3.97
Metals & Mining 2.92 6.4
Chemicals 1.59 1.81
Communication 0.98 0.75
Insurance 0.95 -
Textiles 1.29 1.92
Diversified 0.23 -

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