WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs BANDHAN Flexi Cap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
BANDHAN Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6865 Cr | ₹7747 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 02 Aug 2022 | 28 Sep 2005 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 |
| Turn Over | 0.0% | 16% |
| Expense Ratio | 1.84 | 1.88 |
| Manager | Piyush Baranwal | Ritika Behera |
| ISIN Code | INF03VN01506 | INF194K01391 |
| 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 | Bandhan Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.21% | -0.89% |
| 6 Month | 3.43% | 3.24% |
| 1 Year | 1.63% | 5.85% |
| 3 Year | 18.54% | 15.25% |
| 5 Year | - | 15.34% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.08% | 2.64% |
| 1 Year | 15.09% | 15.72% |
| 3 Year | 16.94% | 14.69% |
| 5 Year | - | 14.21% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.7% | 12.36% |
| 3 Year | 18.82% | 15.33% |
| 5 Year | - | 16.27% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.49% | 11.63% |
| Sharp | 0.92% | 0.71% |
| Beta | 0.92% | 0.86% |
| Alpha | 3.58% | 0.84% |
Fund Managers
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Piyush Baranwal | Ritika Behera |
| Total AUM | ₹5379 Cr | ₹43013 Cr |
| Funds Managed | 9 | 19 |
| WhiteOak Capital Flexi Cap Fund Regular Plan Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 18.06 | 5.63 |
| Large Cap | 51.64 | 73.39 |
| Small Cap | 22.6 | 13.51 |
| Mid Cap | 7.7 | 7.47 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.91 | 2.61 |
| Communication Services | 5.31 | 4.33 |
| Energy | 3.24 | 4.32 |
| Financial Services | 31.78 | 33.59 |
| Technology | 8.45 | 11.63 |
| Basic Materials | 5.35 | 6.62 |
| Consumer Defensive | 2.61 | 8.44 |
| Healthcare | 7.26 | 6.75 |
| Industrials | 10 | 5.48 |
| Real Estate | 5.62 | - |
| Consumer Cyclical | 15.14 | 12.92 |
| Utilities | 0.33 | 3.31 |
Top Comparisons
PGIM India Dynamic Bond Fund - Growth Option
3Y Returns6.63%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns6.57%
HSBC Low Duration Fund - Regular Growth
3Y Returns7.67%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.44%
SBI Consumption Opportunities Fund - Regular - Growth
3Y Returns13.72%
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option
3Y Returns15.19%
Bandhan Retirement Fund - Regular (G)
3Y Returns0%
Axis Retirement Fund - Dynamic Plan - Regular Growth
3Y Returns13.89%