HSBC Multi Cap vs WhiteOak Capital Multi Cap
Data updated · direct-growth plans · not investment advice
HSBC Multi Cap currently edges it with a Smart Score of 73/100 vs 73/100. HSBC Multi Cap has the weaker risk-adjusted profile (Sortino 0.99 vs 1.17), 3-year returns of 18.3% vs —, and an expense ratio of 0.82% vs 0.92%. 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 | 7.4%BEST | 5.8% | ||
3Y return | 18.3%BEST | — | ||
5Y return | — | — | ||
Since launch | 23.0%BEST | 19.0% | ||
| Vs category benchmark | ||||
1Y vs index | +9.5%BEST | +7.9% | ||
3Y vs index | +8.5%BEST | — | ||
5Y vs index | — | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.84 | 0.86BEST | ||
Sortino ratio | 0.99 | 1.17BEST | ||
Std deviation | 17.49 | 14.51BEST | ||
Alpha | 4.91 | 7.12BEST | ||
Beta | 1.01 | 0.98 | ||
| Cost & size | ||||
Expense ratio | 0.82%BEST | 0.92% | ||
Fund size | ₹6.5k CrBEST | ₹4.4k Cr | ||
Portfolio P/E | 31.45 | 28.57BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | — | ||
Morningstar | ★★★★★BEST | — | ||
| Details | ||||
Fund manager | Venugopal Manghat, Mahesh A Chhabria | — | ||
Benchmark | — | — | ||
Riskometer | Very High | Very High | ||
Start date | 30 Jan 2023 | 22 Sept 2023 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is HSBC Multi Cap better than WhiteOak Capital Multi Cap?
HSBC Multi Cap currently edges it with a Smart Score of 73/100 vs 73/100. HSBC Multi Cap has the weaker risk-adjusted profile (Sortino 0.99 vs 1.17), 3-year returns of 18.3% vs —, and an expense ratio of 0.82% vs 0.92%. Scores are relative to all Multi Cap peers and refresh with every data update.
Which is cheaper — HSBC Multi Cap or WhiteOak Capital Multi Cap?
HSBC Multi Cap has the lower expense ratio: 0.82% vs 0.92% (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 1.17 vs 0.99. Sharpe ratios: HSBC Multi Cap 0.84, WhiteOak Capital Multi Cap 0.86.