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WhiteOak Capital Multi Cap Fund vs HSBC Multi Cap Fund compare
WhiteOak Capital Multi Cap Fund - Regular (G)
HSBC Multi Cap Fund - Regular - Growth
Chart Comparison
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) | ₹1481 Cr | ₹4254 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 | 2.06 | 1.86 |
| 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 | 6.28% | 7.82% |
| 6 Month | -7.34% | -10.52% |
| 1 Year | 12.69% | 6.3% |
| 3 Year | - | - |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | -5.29% | -6.29% |
| 1 Year | -9.67% | -16.42% |
| 3 Year | - | - |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Multi Cap Fund - Regular (G) | HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 31.76% | 54.37% |
| 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 |
| Funds Managed | 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 | 13.83 | 3.41 |
| Large Cap | 34.03 | 40.83 |
| Mid Cap | 24.75 | 29.31 |
| Small Cap | 27.39 | 26.46 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Multi Cap Fund - Regular (G) |
HSBC Multi Cap Fund - Regular - Growth |
|---|---|---|
| Others | 11.79 | 3.76 |
| Communication Services | 3.79 | 1.13 |
| Energy | 3.02 | 3.82 |
| Industrials | 10.09 | 16.24 |
| Financial Services | 27.01 | 23.2 |
| Technology | 9.56 | 15.87 |
| Basic Materials | 4.27 | 5.68 |
| Consumer Cyclical | 13.67 | 15.42 |
| Healthcare | 9.06 | 5.82 |
| Real Estate | 3.86 | 1.94 |
| Consumer Defensive | 3.21 | 5.47 |
| Utilities | 0.67 | 1.63 |
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