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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) | ₹6865 Cr | ₹3073 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 | -0.45% | 1.32% |
| 6 Month | 3.8% | 5.07% |
| 1 Year | 5.24% | 4.93% |
| 3 Year | 20.53% | 20.2% |
| 5 Year | - | 18.62% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.45% | 1.83% |
| 1 Year | 10.72% | 12.67% |
| 3 Year | 16.22% | 15.95% |
| 5 Year | - | 16.48% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 23.7% | 11.73% |
| 3 Year | 18.82% | 15.58% |
| 5 Year | - | 15.23% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.49% | 13.34% |
| Sharp | 0.92% | 0.82% |
| Beta | 0.92% | 0.99% |
| Alpha | 3.58% | 2.43% |
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 | 18.06 | 8.28 |
| Large Cap | 51.64 | 56.87 |
| Small Cap | 22.6 | 8.25 |
| Mid Cap | 7.7 | 26.59 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 4.91 | 1.91 |
| Communication Services | 5.31 | 2.55 |
| Energy | 3.24 | 4.93 |
| Financial Services | 31.78 | 31.92 |
| Technology | 8.45 | 11.8 |
| Basic Materials | 5.35 | 6.49 |
| Consumer Defensive | 2.61 | 5.89 |
| Healthcare | 7.26 | 6.9 |
| Industrials | 10 | 10.94 |
| Real Estate | 5.62 | 1.72 |
| Consumer Cyclical | 15.14 | 12.62 |
| Utilities | 0.33 | 2.33 |
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