WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Canara Robeco Flexicap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
Canara Robeco Flexicap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6003 Cr | ₹13363 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 02 Aug 2022 | 16 Sep 2003 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 TRI |
| Turn Over | 0.0% | 30% |
| Expense Ratio | 1.84 | 1.69 |
| Manager | Piyush Baranwal | Shridatta Bhandwaldar |
| ISIN Code | INF03VN01506 | INF760K01019 |
| 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 | Canara Robeco 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 | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.79% | 0.47% |
| 6 Month | 8.35% | 7.8% |
| 1 Year | 5.76% | 5.33% |
| 3 Year | 18.29% | 14.9% |
| 5 Year | - | 17.49% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.77% | 1.65% |
| 1 Year | 14.13% | 13.21% |
| 3 Year | 17.61% | 14.38% |
| 5 Year | - | 13.91% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 23.7% | 15.6% |
| 3 Year | 18.82% | 15.13% |
| 5 Year | - | 14.43% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.49% | 12.02% |
| Sharp | 0.92% | 0.72% |
| Beta | 0.91% | 0.90% |
| Alpha | 2.95% | 0.23% |
Fund Managers
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Shridatta Bhandwaldar |
| Total AUM | ₹5379 Cr | ₹69491 Cr |
| Funds Managed | 9 | 12 |
| WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 18.76 | 6.01 |
| Large Cap | 51.96 | 68.55 |
| Small Cap | 21.63 | 4.52 |
| Mid Cap | 7.65 | 20.91 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.71 | 2.99 |
| Communication Services | 5.61 | 3.45 |
| Energy | 3.35 | 3.85 |
| Financial Services | 31.62 | 28.04 |
| Technology | 8.84 | 8.06 |
| Basic Materials | 4.55 | 6.13 |
| Consumer Defensive | 2.73 | 7.15 |
| Healthcare | 7.05 | 6.53 |
| Industrials | 9.57 | 11.84 |
| Real Estate | 5.84 | 1.04 |
| Consumer Cyclical | 14.77 | 18.34 |
| Utilities | 0.37 | 2.58 |
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