Which has the lower expense ratio, HSBC Equity Savings Fund - Direct Growth or WhiteOak Capital Equity Savings Fund Direct Plan Growth?

HSBC Equity Savings Fund - Direct Growth's expense ratio is 1.68% versus WhiteOak Capital Equity Savings Fund Direct Plan Growth's 1.04%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both HSBC Equity Savings Fund - Direct Growth and WhiteOak Capital Equity Savings Fund Direct Plan Growth?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

HSBC Equity Savings Fund - Direct Growth vs WhiteOak Capital Equity Savings Fund Direct Plan Growth

Q: HSBC Equity Savings Fund - Direct Growth vs WhiteOak Capital Equity Savings Fund Direct Plan Growth — which has given better returns?

HSBC Equity Savings Fund - Direct Growth has a 1-year return of 11.66% versus WhiteOak Capital Equity Savings Fund Direct Plan Growth's 7.86%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Side-by-side comparison of NAV, returns, expense ratio and star rating.

HSBC Equity Savings Fund - Direct Growth

HSBC Mutual Fund

★★★★★

Hybrid · Equity Savings

WhiteOak Capital Equity Savings Fund Direct Plan Growth

WhiteOak Capital Mutual Fund

★★★★★

Hybrid · Equity Savings

Metric	HSBC Equity Savings Fu...	WhiteOak Capital Equit...
NAV	₹41.04	₹11.72
Star Rating	★★★★★	★★★★
Expense Ratio	1.68%	1.04%
AUM	₹1,016 Cr	₹242 Cr
1M Return	+1.66%	-0.18%
3M Return	+6.04%	+1.33%
6M Return	+7.18%	+0.66%
1Y Return	+11.66%	+7.86%
3Y CAGR	+13.85%	—
5Y CAGR	+11.78%	—
Risk Level	—	—
Fund Manager	Cheenu Gupta	Piyush Baranwal

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