What factors should I consider when comparing HDFC Defence Fund - Direct (G) vs WhiteOak Capital Multi Asset Allocation-Dir (G)?

When comparing HDFC Defence Fund - Direct (G) vs WhiteOak Capital Multi Asset Allocation-Dir (G), consider factors such as historical performance, expense ratios, investment strategy, risk level, and the fund manager's credibility. Moreover, look at asset allocation and how each fund fits your investment goals.

Can I invest in HDFC Defence Fund - Direct (G) and WhiteOak Capital Multi Asset Allocation-Dir (G) simultaneously?

Yes, you can invest in both HDFC Defence Fund - Direct (G) and WhiteOak Capital Multi Asset Allocation-Dir (G) at the same time. This can help diversify your portfolio and balance risk, provided the fund manager's investment strategies streamline each other.

What does the portfolio turnover ratio tell us when comparing HDFC Defence Fund - Direct (G) and WhiteOak Capital Multi Asset Allocation-Dir (G)?

While comparing HDFC Defence Fund - Direct (G) and WhiteOak Capital Multi Asset Allocation-Dir (G), the portfolio turnover ratio indicates how frequently assets within the fund are bought and sold. A high turnover may lead to higher transaction costs and tax implications, while a low turnover ratio indicates a buy-and-hold strategy.

Can I switch between HDFC Defence Fund - Direct (G) and WhiteOak Capital Multi Asset Allocation-Dir (G) if needed?

Yes, you can typically switch between HDFC Defence Fund - Direct (G) and WhiteOak Capital Multi Asset Allocation-Dir (G), subject to the fund's policies and any applicable fees. It is important to consider potential tax implications and the timing of your switch.

Can I compare HDFC Defence Fund - Direct (G) and WhiteOak Capital Multi Asset Allocation-Dir (G) based on their dividend payout?

Yes, you can compare HDFC Defence Fund - Direct (G) and WhiteOak Capital Multi Asset Allocation-Dir (G) based on their dividend payouts. Look at dividends profit, consistency, and growth, as these factors can influence your overall return on investment.

Compare HDFC Defence Fund - Direct (G) vs WhiteOak Capital Multi Asset Allocation-Dir (G) Online

Home

Mutual Funds

Compare Mutual Funds

HDFC Defence Fund - Direct (G) vs WhiteOak Capital Multi Asset Allocation-Dir (G)

HDFC Defence Fund - Direct (G)

26.16%

WhiteOak Capital Multi Asset Allocation-Dir (G)

13.31%

Loading chart...

About Fund

Custodian

HDFC Bank Limited & Citibank N.A

Registrar

Computer Age Management Services Pvt. Ltd.

Custodian

Registrar

Fund Details

Risk

Very High Risk

Min SIP Amount

100

Fund Size

10529.25

Expense Ratio

NAV

29.873

Launch Date

May 19, 2023

Exit Load

Risk

Very High Risk

Min SIP Amount

500

Fund Size

7762.56

Expense Ratio

NAV

16.458

Launch Date

May 3, 2023

Exit Load

Risk

Very High Risk

Min SIP Amount

100

Fund Size

10529.25

Expense Ratio

NAV

29.873

Launch Date

May 19, 2023

Exit Load

Risk

Very High Risk

Min SIP Amount

500

Fund Size

7762.56

Expense Ratio

NAV

16.458

Launch Date

May 3, 2023

Exit Load

40.75 %

26.16 %

16.67 %

13.31 %

Fund Manager

Abhishek Poddar

Qualification

PGP from Indian School of Business, Hyderabad. CIMA (UK) Chartered Accountant, B Com. (H) from St. Xavier's College

Experience

Collectively over 17 years experience including 13 years of equity research, 1 year in investment banking, 3 years in corporate finance. April 25, 2019 till date HDFC Asset Management Company Limited. November 19, 2012 to April 12, 2019 Kotak Securities Limited Last Position held: Research Analyst (Lead) April 20, 2010 to November 15, 2012 Tata Securities Limited Last Position held: Research Analyst February 8, 2010 to April 19, 2010 HDFC Securities Limited Last Position held: Senior Manager - Institutional Business August 10, 2009 to January 31, 2010 Anand Rathi Financial Services Limited Last Position held: Investment Banking Associate

Fund Manager

Priya Ranjan

Qualification

PGDBM (Finance) from Chetana's Institute of Management & Research, Mumbai, BE (Computer Science) from Magadh University

Experience

November 17, 2020 onwards. HDFC Asset Management Company Limited June 4, 2018 to November 13, 2020 Antique Stock Broking Limited Last Position Held - Vice President may 8, 2015 to may 31, 2018 Systematix Shares & Stocks (I) Ltd. Last Position Held - Sr. Vice President November 5, 2013 to may 7, 2015 Phillip Capital (India) Pvt. Ltd. Last Position Held - Research Analyst December 28, 2007 to November 1, 2013 Sutherland Global Services Pvt. Ltd. Last Position Held - Associate Project Manager

Fund Manager

Ramesh Mantri

Qualification

MBA, CFA and CA

Experience

Over 20 years' experience in financial market: 1. WhiteOak Capital Asset Management Limited (December 21, 2021 - till now) 2. White Oak Capital Management (June 2017 to December 21, 2021) 3. Ashoka Capital Advisers (February 2013- May 2017) 4. Smith Management-Mumbai Office (September 2005 - January 2013)

HDFC Defence Fund - Direct (G) vs WhiteOak Capital Multi Asset Allocation-Dir (G)

HDFC Defence Fund - Direct (G)

26.16%

WhiteOak Capital Multi Asset Allocation-Dir (G)

13.31%

About Fund

Fund Details

Get your FAQs right