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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) | ₹5556 Cr | ₹11852 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 | -1.55% | -1.97% |
| 6 Month | 14.8% | 12.16% |
| 1 Year | 1.3% | -4.32% |
| 3 Year | 18.94% | 16.47% |
| 5 Year | - | 18.58% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.38% | -0.59% |
| 1 Year | 5.29% | 0.49% |
| 3 Year | 17.01% | 13.98% |
| 5 Year | - | 14.59% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 27.69% | 11.85% |
| 3 Year | - | 14.44% |
| 5 Year | - | 14.64% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | - | 13.45% |
| Sharp | - | 0.87% |
| Beta | - | 0.92% |
| Alpha | - | 0.86% |
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 | 19.84 | 13.67 |
| Large Cap | 52.22 | 50.51 |
| Small Cap | 21.97 | 19.8 |
| Mid Cap | 5.97 | 16.02 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.41 | 3.33 |
| Communication Services | 5.63 | 3.43 |
| Energy | 3.14 | 3.05 |
| Financial Services | 30.8 | 40.62 |
| Technology | 8.6 | 9.1 |
| Basic Materials | 4.6 | 8.69 |
| Healthcare | 7.27 | 9.55 |
| Industrials | 10.61 | 7.58 |
| Real Estate | 4.61 | 0.09 |
| Consumer Cyclical | 12.49 | 6.93 |
| Utilities | 0.82 | 1.09 |
| Consumer Defensive | 4.02 | 6.53 |
Top Comparisons
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option
3Y Returns15.22%
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Nippon India Multi Asset Omni FOF - Regular Plan - Growth
3Y Returns18.96%
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Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns6.97%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns25.61%
HSBC Infrastructure Fund - Regular Growth
3Y Returns21.91%
