WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Edelweiss Flexi Cap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5446 Cr | ₹2802 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 02 Aug 2022 | 03 Feb 2015 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 0.0% | 49% |
Expense Ratio | 1.84 | 1.96 |
Manager | Piyush Baranwal | Trideep Bhattacharya |
ISIN Code | INF03VN01506 | INF843K01KN5 |
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 | Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.5% | -2.61% |
6 Month | 9.32% | 6.91% |
1 Year | 5.01% | -1.62% |
3 Year | - | 18.88% |
5 Year | - | 22.43% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.42% | 4.64% |
1 Year | 10.26% | 3.38% |
3 Year | - | 17.81% |
5 Year | - | 18.02% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 31.16% | 13.42% |
3 Year | - | 15.07% |
5 Year | - | 14.75% |
Risk Management
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 14.09% |
Sharp | - | 1.13% |
Beta | - | 0.98% |
Alpha | - | 2.02% |
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Fund Managers
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Piyush Baranwal | Trideep Bhattacharya |
Total AUM | ₹5379 Cr | ₹0 Cr |
Funds Managed | 9 | 9 |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 18.21 | 9.25 |
Large Cap | 54.83 | 60.56 |
Small Cap | 20.79 | 7.8 |
Mid Cap | 6.17 | 22.4 |
Sector Allocation
Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.51 | 2.83 |
Communication Services | 5.93 | 3.53 |
Energy | 3.09 | 5.48 |
Financial Services | 30.69 | 28.77 |
Technology | 9.05 | 12.01 |
Basic Materials | 4.44 | 5.54 |
Healthcare | 7.14 | 7.8 |
Industrials | 10.6 | 11.63 |
Real Estate | 3.89 | 2.19 |
Consumer Cyclical | 12.68 | 11.47 |
Utilities | 0.85 | 2.84 |
Consumer Defensive | 4.15 | 5.92 |
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