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Compare Funds

See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.

WC
WhiteOak Capital MFWhiteOak Capital Multi Cap Fund - Growth - Direct PlanDirect · Growth
₹16.08 as on 30 Oct 2026
VS
HD
HDFC MFHDFC Pharma and Healthcare Fund - Growth - Direct PlanDirect · Growth
₹21.95 as on 30 Oct 2026
▤Key Metrics Comparison
MetricWCWhiteOak Capital Multi Cap Fund - Growth - Direct PlanHDHDFC Pharma and Healthcare Fund - Growth - Direct Plan
Snapshot
AMCWhiteOak Capital MFHDFC MF
CategoryEquity - Multi Cap FundEquity - Sectoral Fund - Pharma & Health Care
NAV₹16.08 (30 Oct 2026)₹21.95 (30 Oct 2026)
Rating★★★★★★★★★★
BenchmarkNifty500 Multicap 50:25:25 - TRIBSE Health Care - TRI
Fund ManagerRamesh MantriNikhil Mathur
Inception22 Sep 202304 Oct 2023
Returns
1Y0.10%22.64%
3Y17.83%30.41%
5Y——
Since Inception16.78%29.15%
Risk
14.5914.07
0.950.59
0.771.59
6.0421.67
1.473.48
-11.03%-9.23%
Costs
Expense Ratio0.89%1.03%
Exit LoadNIL1% on or before 30D, Nil after 30D
Min SIP₹100₹100
Min Lumpsum₹500₹100
Lock-inNoneNone

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

◐Portfolio Overlap
WhiteOak Capi…99%
HDFC MF99%
1.1%

Only 1.1% of holdings by weight are common between WhiteOak Capital MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingWhiteOak Capital MFHDFC MF
Torrent Pharmaceuticals Ltd.1.14%3.65%

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