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) | ₹4229 Cr | ₹2376 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 | 3.04% | 2.94% |
6 Month | -2.12% | -4.99% |
1 Year | 10.74% | 8.23% |
3 Year | - | 17.71% |
5 Year | - | 23.78% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.3% | 0.5% |
1 Year | 0.56% | -4.88% |
3 Year | - | 18.04% |
5 Year | - | 18.63% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 33.05% | 14.04% |
3 Year | - | 14.98% |
5 Year | - | 14.22% |
Risk Management
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | - | 14.087% |
Sharp | - | 0.669% |
Beta | - | 0.982% |
Alpha | - | 1.49% |
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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 | 10.94 | 4.82 |
Large Cap | 53.15 | 64.14 |
Small Cap | 25.36 | 9.1 |
Mid Cap | 10.55 | 21.94 |
Sector Allocation
Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.32 | 3.68 |
Energy | 2.8 | 3.64 |
Technology | 10.52 | 13.38 |
Consumer Cyclical | 13.58 | 11.36 |
Healthcare | 8.2 | 7.13 |
Industrials | 11.4 | 13.92 |
Financial Services | 29.48 | 29.79 |
Basic Materials | 4.24 | 3.32 |
Consumer Defensive | 2.92 | 5.24 |
Real Estate | 2.95 | 1.58 |
Utilities | 1.17 | 3.55 |
Communication Services | 4.43 | 3.41 |
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