White Oak Capital Mutual Fund vs HSBC Mutual Fund SIP Comparison

Compare SIP returns, minimum investments, and top schemes to make an informed decision

White Oak Capital Mutual Fund

Minimum Investment

1000

Average Return

14.5%

Top Schemes

White Oak Capital Large Cap Fund

White Oak Capital Flexi Cap Fund

White Oak Capital Small Cap Fund

Key Features

Veteran fund managers

High-conviction portfolios

Strong stock selection

Premium positioning

HSBC Mutual Fund

Minimum Investment

5000

Average Return

12.8%

Top Schemes

HSBC Small Cap Fund

HSBC Large Cap Fund

HSBC Flexi Cap Fund

Key Features

Global HSBC Group network

International expertise

Strong small cap performance

Global research support

Calculate SIP Returns for Both

Calculate with White Oak

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹1,20,000

Est. Returns

₹1,50,224

Total Value

₹2,70,224

Invested Amount: 1,20,000
Estimated Returns: 1,50,224
Total Value: 2,70,224

SIP Growth Projection

Calculate with HSBC

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹6,00,000

Est. Returns

₹6,18,647

Total Value

₹12,18,647

Invested Amount: 6,00,000
Estimated Returns: 6,18,647
Total Value: 12,18,647

SIP Growth Projection

White Oak Capital Mutual Fund vs HSBC Mutual Fund: Which is Better for SIP?

New-age fund house started by veteran fund managers with strong track record. Known for concentrated portfolios and high-conviction stock selection.

Part of global HSBC Group, offers international expertise with local market knowledge. Known for strong small cap funds and global investment techniques.

Making Your Choice

Both White Oak and HSBC are reputable mutual fund houses in India. Your choice should depend on your investment goals, minimum investment capacity, and preference for specific fund categories. Consider factors like minimum investment amount, average returns, fund options, and the institution's track record.

Other Popular Comparisons

CalcReady

Free online financial calculators to help you plan your financial future with confidence. No sign-up required.

100% Free

Accurate

SIP Comparisons

SBI vs HDFC

ICICI vs Axis

HDFC vs ICICI

© 2025 CalcReady. All rights reserved. The information provided by our calculators is for educational purposes only and should not be considered financial advice. Always consult with qualified professionals before making financial decisions.

Made with

for financial planning