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) | ₹6865 Cr | ₹13928 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 | -0.82% | -0.35% |
| 6 Month | 4.47% | 3.95% |
| 1 Year | 1.94% | 3.57% |
| 3 Year | 18.34% | 14.79% |
| 5 Year | - | 15.85% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.08% | 1.45% |
| 1 Year | 15.09% | 14.44% |
| 3 Year | 16.94% | 14.13% |
| 5 Year | - | 13.71% |
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% | 15.26% |
| 3 Year | 18.82% | 15.19% |
| 5 Year | - | 14.48% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.49% | 11.99% |
| Sharp | 0.92% | 0.68% |
| Beta | 0.92% | 0.90% |
| Alpha | 3.58% | 0.40% |
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 | 6.87 |
| Large Cap | 51.96 | 69.25 |
| Small Cap | 21.63 | 3.96 |
| Mid Cap | 7.65 | 19.92 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.71 | 2.63 |
| Communication Services | 5.61 | 3.99 |
| Energy | 3.35 | 4.25 |
| Financial Services | 31.62 | 28.52 |
| Technology | 8.84 | 8.6 |
| Basic Materials | 4.55 | 5.75 |
| Consumer Defensive | 2.73 | 7.01 |
| Healthcare | 7.05 | 6.84 |
| Industrials | 9.57 | 11.97 |
| Real Estate | 5.84 | 1.04 |
| Consumer Cyclical | 14.77 | 17.3 |
| Utilities | 0.37 | 2.11 |
Top Comparisons
Aditya Birla Sun Life Dynamic Bond Fund - Growth - Regular Plan
3Y Returns7.42%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns8.23%
Mirae Asset Focused Fund Regular Plan Growth
3Y Returns10.52%
Quant Focused Fund-Growth
3Y Returns13.14%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns9.61%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns9.39%
Nippon India Credit Risk Fund - Growth Plan
3Y Returns8.31%
Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option
3Y Returns7.84%