Compare WhiteOak Capital Multi Cap Fund vs HSBC Multi Cap Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.97
1.86
NAV
₹15.80
₹19.84
Fund Started
31 Aug 2023
10 Jan 2023
Fund Size
₹3421.36 Cr
₹5500.08 Cr
Exit Load
-
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
1 Year
3.22%
4.04%
3 Year
-
19.99%
5 Year
-
-
Equity
94.21%
96.42%
Cash
-2.87%
3.58%
Top 10 Holdings
ICICI Bank Ltd. | 4.71% |
HDFC Bank Ltd. | 4.71% |
Nestle India Ltd. | 2.24% |
Bharti Airtel Ltd. | 1.87% |
Eternal Ltd. | 1.65% |
Bharti Hexacom Ltd. | 1.57% |
The Phoenix Mills Ltd. | 1.56% |
Max Financial Services Ltd. | 1.51% |
Reliance Industries Ltd. | 1.43% |
Bharat Electronics Ltd. | 1.38% |
Reliance Industries Ltd. | 3.17% |
State Bank of India | 2.86% |
HDFC Bank Ltd. | 2.63% |
TD Power Systems Ltd. | 2.48% |
The Federal Bank Ltd. | 2.34% |
GE Vernova T&D India Ltd | 2.25% |
BSE Ltd. | 2.00% |
ICICI Bank Ltd. | 1.88% |
Apar Industries Ltd. | 1.86% |
Sai Life Sciences Ltd. | 1.72% |
Name
-
-
Start Date
-
-
Description
The Scheme seeks to provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of Large Cap, Mid Cap and Small Cap Stock.
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities across market capitalization.
Launch Date
31 Aug 2023
10 Jan 2023
