Which has the lower expense ratio, Tata Multicap Fund - Direct Plan - Growth or WhiteOak Capital Multi Cap Fund Direct Plan Growth?

Tata Multicap Fund - Direct Plan - Growth's expense ratio is 0.82% versus WhiteOak Capital Multi Cap Fund Direct Plan Growth's 0.88%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both Tata Multicap Fund - Direct Plan - Growth and WhiteOak Capital Multi 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.

Tata Multicap Fund - Direct Plan - Growth vs WhiteOak Capital Multi Cap Fund Direct Plan Growth

Q: Tata Multicap Fund - Direct Plan - Growth vs WhiteOak Capital Multi Cap Fund Direct Plan Growth — which has given better returns?

Tata Multicap Fund - Direct Plan - Growth has a 1-year return of 2.1% versus WhiteOak Capital Multi Cap Fund Direct Plan Growth's 2.94%. 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.

Tata Multicap Fund - Direct Plan - Growth

Tata Mutual Fund

★★★★★

Equity · Multi Cap

WhiteOak Capital Multi Cap Fund Direct Plan Growth

WhiteOak Capital Mutual Fund

★★★★★

Equity · Multi Cap

Metric	Tata Multicap Fund - D...	WhiteOak Capital Multi...
NAV	₹15.16	₹16.12
Star Rating	★	★★★★★
Expense Ratio	0.82%	0.88%
AUM	₹3,575 Cr	₹4,384 Cr
1M Return	-5.81%	-5.58%
3M Return	-5.52%	-1.5%
6M Return	+2.83%	+7.2%
1Y Return	+2.1%	+2.94%
3Y CAGR	+8.35%	+16.82%
Risk Level	—	—
Fund Manager	Murthy Nagarajan	Ramesh Mantri

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