Axis MultiCap vs WhiteOak Capital Multi Cap
Data updated · direct-growth plans · not investment advice
Axis MultiCap currently edges it with a Smart Score of 75/100 vs 74/100. Axis MultiCap has the weaker risk-adjusted profile (Sortino 1.24 vs 1.25), 3-year returns of 20.2% vs —, and an expense ratio of 1.13% vs 0.96%. Scores are relative to all Multi Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 7.7% | 9.3%BEST | ||
3Y return | 20.2%BEST | — | ||
5Y return | — | — | ||
Since launch | 16.3% | 20.0%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +5.4% | +6.9%BEST | ||
3Y vs index | +8.1%BEST | — | ||
5Y vs index | — | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.95BEST | 0.92 | ||
Sortino ratio | 1.24 | 1.25BEST | ||
Std deviation | 15.89 | 14.77BEST | ||
Alpha | 4.53 | 6.67BEST | ||
Beta | 0.91 | 0.98 | ||
| Cost & size | ||||
Expense ratio | 1.13% | 0.96%BEST | ||
Fund size | ₹10.4k CrBEST | ₹3.9k Cr | ||
Portfolio P/E | 32.75 | 27.71BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | — | ||
Morningstar | ★★★★★BEST | — | ||
| Details | ||||
Fund manager | Shreyash Devalkar, Hitesh Das | — | ||
Benchmark | — | — | ||
Riskometer | Very High | Very High | ||
Start date | 16 Dec 2021 | 22 Sept 2023 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Axis MultiCap better than WhiteOak Capital Multi Cap?
Axis MultiCap currently edges it with a Smart Score of 75/100 vs 74/100. Axis MultiCap has the weaker risk-adjusted profile (Sortino 1.24 vs 1.25), 3-year returns of 20.2% vs —, and an expense ratio of 1.13% vs 0.96%. Scores are relative to all Multi Cap peers and refresh with every data update.
Which is cheaper — Axis MultiCap or WhiteOak Capital Multi Cap?
WhiteOak Capital Multi Cap has the lower expense ratio: 0.96% vs 1.13% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), WhiteOak Capital Multi Cap leads with 1.25 vs 1.24. Sharpe ratios: Axis MultiCap 0.95, WhiteOak Capital Multi Cap 0.92.