Which has the lower expense ratio, HSBC Large Cap Fund - Regular Growth or WhiteOak Capital Large Cap Fund Direct Plan Growth?

HSBC Large Cap Fund - Regular Growth's expense ratio is 1.5% versus WhiteOak Capital Large Cap Fund Direct Plan Growth's 1.18%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both HSBC Large Cap Fund - Regular Growth and WhiteOak Capital Large Cap 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 Large Cap Fund - Regular Growth vs WhiteOak Capital Large Cap Fund Direct Plan Growth

Q: HSBC Large Cap Fund - Regular Growth vs WhiteOak Capital Large Cap Fund Direct Plan Growth — which has given better returns?

HSBC Large Cap Fund - Regular Growth has a 1-year return of 0.23% versus WhiteOak Capital Large Cap Fund Direct Plan Growth's -2.76%. 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 Large Cap Fund - Regular Growth

HSBC Mutual Fund

★★★★★

Equity · Large Cap Fund

WhiteOak Capital Large Cap Fund Direct Plan Growth

WhiteOak Capital Mutual Fund

★★★★★

Equity · Large Cap Fund

Metric	HSBC Large Cap Fund - ...	WhiteOak Capital Large...
NAV	₹472.44	₹15.88
Star Rating	★★★	★★★★★
Expense Ratio	1.5%	1.18%
AUM	₹1,783 Cr	₹1,163 Cr
1M Return	+5.68%	-2.93%
3M Return	+8.82%	-0.09%
6M Return	-4.59%	-6.45%
1Y Return	+0.23%	-2.76%
3Y CAGR	+11.05%	+14.54%
5Y CAGR	+10.43%	—
Risk Level	—	—
Fund Manager	Neelotpal Sahai	Ramesh Mantri

open_in_new View Fund A open_in_new View Fund B

Compare More Funds SIP Calculator SIP vs Lumpsum Guide ELSS Tax Saving Funds