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 | 4.74% | 3.95% |
| 6 Month | 9.54% | 9.61% |
| 1 Year | 8.01% | 7.75% |
| 3 Year | 19.31% | 16.18% |
| 5 Year | - | 18.77% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.16% | 2.76% |
| 1 Year | 15.05% | 15.4% |
| 3 Year | 18.74% | 15.86% |
| 5 Year | - | 14.94% |
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 | 12.45% | 11.94% |
| Sharp | 0.91% | 0.8% |
| Beta | 0.91% | 0.9% |
| Alpha | 2.85% | 0.13% |
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 | 19.89 | 6.01 |
| Large Cap | 51.19 | 68.55 |
| Small Cap | 21.52 | 4.52 |
| Mid Cap | 7.4 | 20.91 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Canara Robeco Flexicap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.3 | 2.99 |
| Communication Services | 5.35 | 3.45 |
| Energy | 3.12 | 3.85 |
| Financial Services | 30.74 | 28.04 |
| Technology | 7.62 | 8.06 |
| Basic Materials | 4.28 | 6.13 |
| Consumer Defensive | 2.95 | 7.15 |
| Healthcare | 7 | 6.53 |
| Industrials | 9.83 | 11.84 |
| Real Estate | 5.65 | 1.04 |
| Consumer Cyclical | 15.78 | 18.34 |
| Utilities | 0.39 | 2.58 |
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