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) | ₹6003 Cr | ₹7384 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 | 3.33% | 2.7% |
| 6 Month | 9.14% | 7.45% |
| 1 Year | 6.84% | 6.23% |
| 3 Year | 18.72% | 15.19% |
| 5 Year | - | 18.96% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.28% | 0.36% |
| 1 Year | 8% | 8.61% |
| 3 Year | 15.68% | 12.97% |
| 5 Year | - | 13.39% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.7% | 12.67% |
| 3 Year | 18.82% | 15.35% |
| 5 Year | - | 16.17% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.45% | 11.55% |
| Sharp | 0.91% | 0.68% |
| Beta | 0.91% | 0.84% |
| Alpha | 2.85% | -0.07% |
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 | 19.89 | 7.43 |
| Large Cap | 51.19 | 71.81 |
| Small Cap | 21.52 | 11.42 |
| Mid Cap | 7.4 | 9.34 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
BANDHAN Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.3 | 3.74 |
| Communication Services | 5.35 | 4.38 |
| Energy | 3.12 | 5.37 |
| Financial Services | 30.74 | 34.72 |
| Technology | 7.62 | 11.37 |
| Basic Materials | 4.28 | 6.14 |
| Consumer Defensive | 2.95 | 5.62 |
| Healthcare | 7 | 5.3 |
| Industrials | 9.83 | 6.12 |
| Real Estate | 5.65 | - |
| Consumer Cyclical | 15.78 | 13.73 |
| Utilities | 0.39 | 3.51 |
Top Comparisons
Invesco India Liquid Fund - Bonus Option
3Y Returns%
Axis Liquid Fund - Regular Plan - Growth Option
3Y Returns7.03%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns7.92%
Nippon India Corporate Bond Fund - Growth Plan - Growth Option
3Y Returns8.05%
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns14.54%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.84%
Bajaj Finserv Large and Mid Cap Fund - Reg (G)
3Y Returns0%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns24.41%