- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 2.42% | 2.12% |
| 6 Month | -3.09% | -5.42% |
| 1 Year | 9.64% | 3.89% |
| 3 Year | - | 22.71% |
| 5 Year | - | 24.71% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 7.6% | 6.82% |
| 1 Year | 8.4% | 2.92% |
| 3 Year | - | 18.43% |
| 5 Year | - | 18.43% |
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 | - | 14.087% |
| Sharp | - | 0.669% |
| Beta | - | 0.982% |
| Alpha | - | 1.49% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Nippon India Nifty IT Index Fund - Reg (G)
3Y Returns0%
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan
3Y Returns16%
ICICI Prudential Infrastructure Fund - Growth
3Y Returns33.91%
Invesco India Infrastructure Fund - Growth Option
3Y Returns30.82%
HDFC Multi-Asset Fund - Growth Option
3Y Returns15.92%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
Franklin India Pension Plan-Growth
3Y Returns12.72%
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns18.67%
