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) ₹3596 Cr ₹11394 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 05 Aug 2022 29 Apr 1997
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 0.0% 29%
Expense Ratio 1.86 1.75
Manager Piyush Baranwal Rohit Singhania
ISIN Code INF03VN01506 INF740K01037
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1% if redeemed less than 12 months/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth DSP Flexi Cap Fund - Regular Plan - Growth
1 Month 2.92% 7.66%
6 Month 19.14% 24.43%
1 Year 39.68% 37.18%
3 Year - 15.92%
5 Year - 22.53%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth DSP Flexi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 14.94% 15.67%
3 Year 29.87% 35.82%
5 Year 29.87% 68.24%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth DSP Flexi Cap Fund - Regular Plan - Growth
1 Year 24.43% 21.81%
3 Year 35% 52.07%
5 Year 35% 76.75%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth DSP Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 7.02% 13.45%
Sharp - 0.78%
Beta - 0.98%
Alpha - -2.45%

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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
Fund Manage 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

Large Cap 49.2 53.59
Small Cap 27.82 17.71
Others 14.79 1.45
Mid Cap 8.16 27.27

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

DSP Flexi Cap Fund - Regular Plan - Growth

Financial 32.29 33.04
Consumer Staples 7.16 4.31
Capital Goods 9.92 11.17
Energy 3.59 4.83
Construction 6.95 0.97
Consumer Discretionary 3.06 1.93
Services 11.49 2.5
Others -1.1 1.45
Materials 2.71 3.9
Automobile 3.15 8.06
Technology 7.17 7.43
Metals & Mining 2.42 3.9
Healthcare 7.22 6.78
Communication 0.96 2.56
Chemicals 1.23 3.34
Insurance 0.94 0.95
Textiles 0.81 0.92
Diversified - 1.98

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