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WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs DSP Flexi Cap Fund compare

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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tortoise-icon DSP Flexi Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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