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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) | ₹7093 Cr | ₹12328 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 | -3.05% | -3.12% |
| 6 Month | 0.15% | 0.21% |
| 1 Year | 11.18% | 9.63% |
| 3 Year | 19.52% | 17.83% |
| 5 Year | - | 14.77% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.78% | -3.84% |
| 1 Year | -0.01% | -2.54% |
| 3 Year | 11.89% | 9.25% |
| 5 Year | - | 11.82% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 19.13% | 11.15% |
| 3 Year | 18.99% | 14.66% |
| 5 Year | - | 14.93% |
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 | 1.04% | 0.9% |
| Beta | 0.92% | 0.94% |
| Alpha | 2.84% | 1.35% |
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 | 20.4 | 10.36 |
| Large Cap | 50.35 | 54.28 |
| Small Cap | 21.43 | 16.43 |
| Mid Cap | 7.82 | 18.92 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.14 | 1.68 |
| Communication Services | 5.35 | 4.79 |
| Energy | 3.04 | 4.29 |
| Financial Services | 32.18 | 40.36 |
| Technology | 7.48 | 10.15 |
| Basic Materials | 5.54 | 8.2 |
| Consumer Defensive | 2.58 | 4.63 |
| Healthcare | 6.88 | 8.59 |
| Industrials | 9.28 | 7.25 |
| Real Estate | 5.55 | 0.11 |
| Consumer Cyclical | 15.3 | 8.93 |
| Utilities | 0.67 | 1.02 |
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