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) | ₹5744 Cr | ₹7365 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 | 1.94% | 1.65% |
6 Month | 16.32% | 15.93% |
1 Year | 1.85% | -1.4% |
3 Year | 18.3% | 14.02% |
5 Year | - | 18.66% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.31% | 4.13% |
1 Year | 12.5% | 12.69% |
3 Year | 18.61% | 15.53% |
5 Year | - | 14.98% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 27.69% | 12.82% |
3 Year | - | 15.46% |
5 Year | - | 16.09% |
Risk Management
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.50% | 11.65% |
Sharp | 0.88% | 0.62% |
Beta | 0.89% | 0.84% |
Alpha | 3.94% | 0.66% |
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 | 19.84 | 7.86 |
Large Cap | 52.22 | 74.72 |
Small Cap | 21.97 | 8.68 |
Mid Cap | 5.97 | 8.73 |
Sector Allocation
Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 7.21 | 4.78 |
Communication Services | 5.63 | 3.13 |
Energy | 3.14 | 4.89 |
Financial Services | 30.8 | 35.76 |
Technology | 8.6 | 10.59 |
Basic Materials | 4.6 | 5.95 |
Healthcare | 7.27 | 5.6 |
Industrials | 10.81 | 5.28 |
Real Estate | 4.61 | 0 |
Consumer Cyclical | 12.49 | 14.75 |
Utilities | 0.82 | 2.6 |
Consumer Defensive | 4.02 | 6.66 |
Top Comparisons
HDFC Low Duration Fund - Growth
3Y Returns7.11%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns7%
HDFC Multi-Asset Active FOF - Growth
3Y Returns15.54%
HSBC Multi Asset Active FOF - Growth
3Y Returns13.97%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns7.08%
Nippon India Gilt Fund - Growth Plan - Growth Option
3Y Returns6.52%
Kotak Focused Fund- Regular plan _ Growth Option
3Y Returns14.82%
Canara Robeco Focused Fund - Regular Plan - Growth Option
3Y Returns16.76%