WhiteOak Capital Multi Cap vs HSBC Multi Cap
Data updated · direct-growth plans · not investment advice
WhiteOak Capital Multi Cap currently edges it with a Smart Score of 72/100 vs 71/100. WhiteOak Capital Multi Cap has the stronger risk-adjusted profile (Sortino 1.30 vs 1.19), 3-year returns of — vs 20.6%, and an expense ratio of 0.96% vs 0.82%. 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 | 11.6%BEST | 10.5% | ||
3Y return | — | 20.6%BEST | ||
5Y return | — | — | ||
Since launch | 20.5% | 23.7%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +6.5%BEST | +5.5% | ||
3Y vs index | — | +7.8%BEST | ||
5Y vs index | — | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.95BEST | 0.92 | ||
Sortino ratio | 1.30BEST | 1.19 | ||
Std deviation | 14.74BEST | 17.65 | ||
Alpha | 6.61BEST | 4.52 | ||
Beta | 0.98 | 1.01 | ||
| Cost & size | ||||
Expense ratio | 0.96% | 0.82%BEST | ||
Fund size | ₹3.9k Cr | ₹5.9k CrBEST | ||
Portfolio P/E | 27.71BEST | 31.36 | ||
| Ratings | ||||
Value Research | — | ★★★★★BEST | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | — | Venugopal Manghat, Mahesh A Chhabria | ||
Benchmark | — | — | ||
Riskometer | Very High | Very High | ||
Start date | 22 Sept 2023 | 30 Jan 2023 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is WhiteOak Capital Multi Cap better than HSBC Multi Cap?
WhiteOak Capital Multi Cap currently edges it with a Smart Score of 72/100 vs 71/100. WhiteOak Capital Multi Cap has the stronger risk-adjusted profile (Sortino 1.30 vs 1.19), 3-year returns of — vs 20.6%, and an expense ratio of 0.96% vs 0.82%. Scores are relative to all Multi Cap peers and refresh with every data update.
Which is cheaper — WhiteOak Capital Multi Cap or HSBC 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 1.19. Sharpe ratios: WhiteOak Capital Multi Cap 0.95, HSBC Multi Cap 0.92.