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 72/100 vs 72/100. HSBC Multi Cap has the weaker risk-adjusted profile (Sortino 1.21 vs 1.30), 3-year returns of 20.8% vs —, and an expense ratio of 0.82% 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 | 11.9% | 12.3%BEST | ||
3Y return | 20.8%BEST | — | ||
5Y return | — | — | ||
Since launch | 23.8%BEST | 20.5% | ||
| Vs category benchmark | ||||
1Y vs index | +6.3% | +6.7%BEST | ||
3Y vs index | +8.0%BEST | — | ||
5Y vs index | — | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.92 | 0.95BEST | ||
Sortino ratio | 1.21 | 1.30BEST | ||
Std deviation | 17.65 | 14.73BEST | ||
Alpha | 4.52 | 6.59BEST | ||
Beta | 1.01 | 0.98 | ||
| Cost & size | ||||
Expense ratio | 0.82%BEST | 0.96% | ||
Fund size | ₹5.9k CrBEST | ₹3.9k Cr | ||
Portfolio P/E | 31.36 | 27.71BEST | ||
| 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 72/100 vs 72/100. HSBC Multi Cap has the weaker risk-adjusted profile (Sortino 1.21 vs 1.30), 3-year returns of 20.8% vs —, and an expense ratio of 0.82% vs 0.96%. 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 0.96% (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 1.30 vs 1.21. Sharpe ratios: HSBC Multi Cap 0.92, WhiteOak Capital Multi Cap 0.95.