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) | ₹6481 Cr | ₹12198 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 | 0.54% | 0.76% |
| 6 Month | 5.24% | 3.46% |
| 1 Year | 3.09% | 1.04% |
| 3 Year | 18.22% | 16.76% |
| 5 Year | - | 16.75% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.3% | 2.88% |
| 1 Year | 16.22% | 13.05% |
| 3 Year | 17.52% | 14.6% |
| 5 Year | - | 14.55% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.7% | 11.35% |
| 3 Year | 18.82% | 14.61% |
| 5 Year | - | 14.88% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.49% | 12.95% |
| Sharp | 0.92% | 0.78% |
| Beta | 0.92% | 0.94% |
| Alpha | 3.58% | 2.00% |
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 | 18.76 | 2.15 |
| Large Cap | 51.96 | 58.36 |
| Small Cap | 21.63 | 16.64 |
| Mid Cap | 7.65 | 22.85 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.71 | 2.15 |
| Communication Services | 5.61 | - |
| Energy | 3.35 | - |
| Financial Services | 31.62 | - |
| Technology | 8.84 | - |
| Basic Materials | 4.55 | - |
| Consumer Defensive | 2.73 | - |
| Healthcare | 7.05 | - |
| Industrials | 9.57 | - |
| Real Estate | 5.84 | - |
| Consumer Cyclical | 14.77 | - |
| Utilities | 0.37 | - |
| IT - Software | - | 9.08 |
| Capital Markets | - | 1.42 |
| Finance | - | 12.22 |
| Petroleum Products | - | 2.16 |
| Diversified FMCG | - | 1.53 |
| Non - Ferrous Metals | - | 0.84 |
| Pharmaceuticals & Biotechnology | - | 7.21 |
| Banks | - | 22.05 |
| Electrical Equipment | - | 2.13 |
| Chemicals & Petrochemicals | - | 2.05 |
| Consumer Durables | - | 4.52 |
| Automobiles | - | 1.85 |
| Telecom - Services | - | 3.96 |
| Gas | - | 1.19 |
| Industrial Products | - | 4.93 |
| Insurance | - | 3.81 |
| Retailing | - | 1.81 |
| Realty | - | 0.1 |
| Oil | - | 0.96 |
| Construction | - | 1.55 |
| Healthcare Services | - | 2.23 |
| Auto Components | - | 4.95 |
| Personal Products | - | 0.39 |
| Fertilizers & Agrochemicals | - | 0.07 |
| Cement & Cement Products | - | 1.65 |
| Textiles & Apparels | - | 0.68 |
| Beverages | - | 2.51 |
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