WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs DSP Flexi Cap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
DSP Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6003 Cr | ₹11911 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 02 Aug 2022 | 07 Jun 2007 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 0.0% | 29% |
Expense Ratio | 1.84 | 1.74 |
Manager | Piyush Baranwal | Rohit Singhania |
ISIN Code | INF03VN01506 | INF740K01037 |
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 | DSP 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 | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.9% | -0.49% |
6 Month | 10.56% | 6.83% |
1 Year | 3.93% | -1.1% |
3 Year | 19.76% | 18.04% |
5 Year | - | 20.21% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.22% | 1.29% |
1 Year | 14.72% | 9.18% |
3 Year | 18.61% | 15.22% |
5 Year | - | 15.01% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 23.7% | 11.55% |
3 Year | 18.82% | 14.5% |
5 Year | - | 14.73% |
Risk Management
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.45% | 13.45% |
Sharp | 0.91% | 0.85% |
Beta | 0.91% | 0.93% |
Alpha | 2.85% | 1.25% |
Fund Managers
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Piyush Baranwal | Rohit Singhania |
Total AUM | ₹5379 Cr | ₹46862 Cr |
Funds Managed | 9 | 7 |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 19.89 | 12.24 |
Large Cap | 51.19 | 52.45 |
Small Cap | 21.52 | 18.72 |
Mid Cap | 7.4 | 16.59 |
Sector Allocation
Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 7.3 | 1.27 |
Communication Services | 5.35 | 3.29 |
Energy | 3.12 | 3.04 |
Financial Services | 30.74 | 41.12 |
Technology | 7.62 | 8.8 |
Basic Materials | 4.28 | 8.46 |
Consumer Defensive | 2.95 | 6.37 |
Healthcare | 7 | 9.92 |
Industrials | 9.83 | 7.55 |
Real Estate | 5.65 | 0.1 |
Consumer Cyclical | 15.78 | 9.01 |
Utilities | 0.39 | 1.08 |
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