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 78/100 vs 77/100. Axis MultiCap has the stronger risk-adjusted profile (Sortino 1.07 vs 1.03), 3-year returns of 18.3% vs 17.5%, and an expense ratio of 1.03% vs 0.89%. 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 | 2.7%BEST | -0.5% | ||
3Y return | 18.3%BEST | 17.5% | ||
5Y return | — | — | ||
Since launch | 15.2% | 16.5%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +10.9%BEST | +7.6% | ||
3Y vs index | +8.5%BEST | +7.7% | ||
5Y vs index | — | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.82BEST | 0.77 | ||
Sortino ratio | 1.07BEST | 1.03 | ||
Std deviation | 16.31 | 15.71BEST | ||
Alpha | 6.93BEST | 5.90 | ||
Beta | 0.91 | 0.89 | ||
| Cost & size | ||||
Expense ratio | 1.03% | 0.89%BEST | ||
Fund size | ₹12.0k CrBEST | ₹4.3k Cr | ||
Portfolio P/E | 32.65 | 26.17BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Shreyash Devalkar, Nitin Arora | — | ||
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 78/100 vs 77/100. Axis MultiCap has the stronger risk-adjusted profile (Sortino 1.07 vs 1.03), 3-year returns of 18.3% vs 17.5%, and an expense ratio of 1.03% vs 0.89%. 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: 0.89% vs 1.03% (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), Axis MultiCap leads with 1.07 vs 1.03. Sharpe ratios: Axis MultiCap 0.82, WhiteOak Capital Multi Cap 0.77.