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) | ₹4229 Cr | ₹12286 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 | 1.7 |
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 | 3.72% | 4.09% |
6 Month | 2.62% | 2.39% |
1 Year | 12.41% | 9.84% |
3 Year | - | 17.11% |
5 Year | - | 22.52% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.68% | 6.53% |
1 Year | 8.17% | 7.09% |
3 Year | - | 16.85% |
5 Year | - | 16.13% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 33.05% | 16.43% |
3 Year | - | 15.12% |
5 Year | - | 14.3% |
Risk Management
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 11.94% |
Sharp | - | 0.59% |
Beta | - | 0.91% |
Alpha | - | -0.74% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 10.94 | 3.55 |
Large Cap | 53.15 | 72.59 |
Small Cap | 25.36 | 6.06 |
Mid Cap | 10.55 | 17.8 |
Sector Allocation
Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.32 | 3.55 |
Energy | 2.8 | - |
Technology | 10.52 | - |
Consumer Cyclical | 13.58 | - |
Healthcare | 8.2 | - |
Industrials | 11.4 | - |
Financial Services | 29.48 | - |
Basic Materials | 4.24 | - |
Consumer Defensive | 2.92 | - |
Real Estate | 2.95 | - |
Utilities | 1.17 | - |
Communication Services | 4.43 | - |
Petroleum Products | - | 3.25 |
IT - Software | - | 8.02 |
Construction | - | 2.55 |
Healthcare Services | - | 1.29 |
Diversified FMCG | - | 2.38 |
Non - Ferrous Metals | - | 0.56 |
Banks | - | 18.87 |
Electrical Equipment | - | 2.86 |
Pharmaceuticals & Biotechnology | - | 6.1 |
Leisure Services | - | 0.24 |
Auto Components | - | 3.11 |
Realty | - | 1.23 |
Automobiles | - | 5.41 |
Personal Products | - | 0.76 |
Finance | - | 5.23 |
Insurance | - | 2.75 |
Capital Markets | - | 3.13 |
Consumer Durables | - | 2.87 |
Agricultural Food & other Products | - | 1.55 |
Retailing | - | 4.54 |
Beverages | - | 1.41 |
Power | - | 3.2 |
Aerospace & Defense | - | 2.48 |
Industrial Products | - | 2.07 |
Telecom - Services | - | 3.01 |
Chemicals & Petrochemicals | - | 0.92 |
Financial Technology (Fintech) | - | 0.86 |
Cement & Cement Products | - | 3.16 |
Fertilizers & Agrochemicals | - | 0.79 |
Transport Services | - | 1.24 |
Household Products | - | 0.61 |
Top Comparisons
Kotak Gilt-Investment Regular-Growth
3Y Returns8.21%
Kotak Gilt-Investment Regular-Growth
3Y Returns8.21%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns10.11%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns11.64%
Franklin India Equity Advantage Fund - Growth Plan
3Y Returns18.01%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns18.4%
ICICI Prudential MidCap Fund - Growth
3Y Returns24.04%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns25.61%