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

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WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

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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	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)	₹5744 Cr	₹2777 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

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month	2.6%	3.34%
6 Month	15.86%	15.29%
1 Year	1.87%	-2.86%
3 Year	18.33%	17.17%
5 Year	-	21.81%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month	4.31%	4.3%
1 Year	12.5%	9.97%
3 Year	18.61%	17.38%
5 Year	-	17.26%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year	27.69%	12.79%
3 Year	-	15.26%
5 Year	-	14.89%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation	12.50%	13.56%
Sharp	0.88%	0.74%
Beta	0.89%	0.98%
Alpha	3.94%	2.34%

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

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	19.84	7.31
Large Cap	52.22	61.51
Small Cap	21.97	8.13
Mid Cap	5.97	23.05

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Others	7.21	2.1
Communication Services	5.63	2.57
Energy	3.14	5.21
Financial Services	30.8	29.86
Technology	8.6	11.3
Basic Materials	4.6	5.8
Healthcare	7.27	7.95
Industrials	10.81	11.72
Real Estate	4.61	2.03
Consumer Cyclical	12.49	12.48
Utilities	0.82	2.87
Consumer Defensive	4.02	6.11