WhiteOak Capital Multi Cap vs LIC MF Multi Cap
Data updated · direct-growth plans · not investment advice
WhiteOak Capital Multi Cap currently edges it with a Smart Score of 77/100 vs 69/100. WhiteOak Capital Multi Cap has the stronger risk-adjusted profile (Sortino 1.03 vs 0.90), 3-year returns of 17.6% vs 16.8%, and an expense ratio of 0.89% vs 0.78%. 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 | -0.4% | 1.3%BEST | ||
3Y return | 17.6%BEST | 16.8% | ||
5Y return | — | — | ||
Since launch | 16.5% | 16.8%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +7.6% | +9.3%BEST | ||
3Y vs index | +7.8%BEST | +7.0% | ||
5Y vs index | — | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.77BEST | 0.68 | ||
Sortino ratio | 1.03BEST | 0.90 | ||
Std deviation | 15.71BEST | 18.16 | ||
Alpha | 5.90BEST | 5.20 | ||
Beta | 0.89 | 1.01 | ||
| Cost & size | ||||
Expense ratio | 0.89% | 0.78%BEST | ||
Fund size | ₹4.3k CrBEST | ₹2.2k Cr | ||
Portfolio P/E | 26.17BEST | 30.71 | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | — | Mahesh Bendre, Nikhil Kapoor | ||
Benchmark | — | — | ||
Riskometer | Very High | Very High | ||
Start date | 22 Sept 2023 | 31 Oct 2022 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is WhiteOak Capital Multi Cap better than LIC MF Multi Cap?
WhiteOak Capital Multi Cap currently edges it with a Smart Score of 77/100 vs 69/100. WhiteOak Capital Multi Cap has the stronger risk-adjusted profile (Sortino 1.03 vs 0.90), 3-year returns of 17.6% vs 16.8%, and an expense ratio of 0.89% vs 0.78%. Scores are relative to all Multi Cap peers and refresh with every data update.
Which is cheaper — WhiteOak Capital Multi Cap or LIC MF Multi Cap?
LIC MF Multi Cap has the lower expense ratio: 0.78% vs 0.89% (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 1.03 vs 0.90. Sharpe ratios: WhiteOak Capital Multi Cap 0.77, LIC MF Multi Cap 0.68.