WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Aditya Birla Sun Life Flexi Cap Fund compare

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WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Fund	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6865 Cr	₹24815 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹500	₹100
Launch Date	02 Aug 2022	27 Aug 1998
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	0.0%	20%
Expense Ratio	1.84	1.68
Manager	Piyush Baranwal	Dhaval Joshi
ISIN Code	INF03VN01506	INF209K01AJ8
Exits Load	WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	0.03%	1.03%
6 Month	2.67%	4.96%
1 Year	4.08%	10.25%
3 Year	19.89%	18.79%
5 Year	-	15.94%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	2.47%	5.03%
1 Year	14.54%	20%
3 Year	16.33%	17.08%
5 Year	-	15.82%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	23.7%	15.8%
3 Year	18.82%	16.69%
5 Year	-	16.35%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation	7.02%	12.55%
Sharp	0.99%	0.85%
Beta	0.92%	0.96%
Alpha	3.21%	1.22%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Name	Piyush Baranwal	Dhaval Joshi
Total AUM	₹5379 Cr	₹361932 Cr
Funds Managed	9	55
	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	10.08	0.65
Large Cap	55.32	65.88
Small Cap	26.49	13.23
Mid Cap	8.11	19.68

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	5.21	0.65
Telecom - Services	4.61	2.62
Petroleum Products	2.61	4.88
Capital Markets	1.71	1.06
IT - Software	5.9	10.2
Pharmaceuticals & Biotechnology	4.6	3.36
Other Consumer Services	0.05	-
Construction	0.87	1.77
Insurance	1.24	4.4
Finance	6.68	4.37
Consumer Durables	4.13	2.55
Electrical Equipment	2.71	1.08
Banks	21.9	22.06
Non - Ferrous Metals	0.72	2
Realty	3.64	0.6
Healthcare Services	1.46	2.88
Chemicals & Petrochemicals	1.34	3.2
Commercial Services & Supplies	2	-
Auto Components	0.81	5.45
Cement & Cement Products	0.72	1.95
Ferrous Metals	0.83	1.46
Leisure Services	2.03	-
Transport Infrastructure	2.27	0.95
Industrial Manufacturing	1.43	0.36
Industrial Products	1.53	3.63
IT - Services	1.32	-
Automobiles	5.44	6.71
Personal Products	0.69	1.89
Healthcare Equipment & Supplies	0.94	-
Oil	0.49	-
Food Products	1.36	-
Aerospace & Defense	2.59	-
Agricultural, Commercial & Construction Vehicles	0.62	-
Retailing	4.1	4.01
Financial Technology (Fintech)	0.33	-
Transport Services	0.28	-
Household Products	0.51	-
Power	0.33	-
Agricultural Food & other Products	-	1.6
Fertilizers & Agrochemicals	-	0.87
Beverages	-	2.88