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WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Franklin India Flexi Cap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
Franklin India Flexi Cap Fund - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| Fund | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6003 Cr | ₹18912 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 02 Aug 2022 | 29 Sep 1994 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 18.1% |
| Expense Ratio | 1.84 | 1.71 |
| Manager | Piyush Baranwal | R Janakiraman |
| ISIN Code | INF03VN01506 | INF090I01239 |
| 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 | Franklin India Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Month | 3.33% | 3.36% |
| 6 Month | 9.14% | 5.32% |
| 1 Year | 6.84% | 4.13% |
| 3 Year | 18.72% | 17.86% |
| 5 Year | - | 24.26% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | 0.28% | -0.72% |
| 1 Year | 8% | 4.25% |
| 3 Year | 15.68% | 13.77% |
| 5 Year | - | 15.92% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Year | 23.7% | 15.68% |
| 3 Year | 18.82% | 19.05% |
| 5 Year | - | 19.08% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.49% | 12.38% |
| Sharp | 0.92% | 0.87% |
| Beta | 0.91% | 0.92% |
| Alpha | 2.95% | 2.08% |
Fund Managers
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| Name | Piyush Baranwal | R Janakiraman |
| Total AUM | ₹5379 Cr | ₹50034 Cr |
| Funds Managed | 9 | 8 |
| WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 19.89 | 3.16 |
| Large Cap | 51.19 | 74.6 |
| Small Cap | 21.52 | 8.04 |
| Mid Cap | 7.4 | 14.2 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 7.3 | 3.16 |
| Communication Services | 5.35 | 5.61 |
| Energy | 3.12 | 4.52 |
| Financial Services | 30.74 | 28.41 |
| Technology | 7.62 | 7.24 |
| Basic Materials | 4.28 | 5.4 |
| Consumer Defensive | 2.95 | 5.16 |
| Healthcare | 7 | 8.04 |
| Industrials | 9.83 | 12.87 |
| Real Estate | 5.65 | 1.8 |
| Consumer Cyclical | 15.78 | 12.05 |
| Utilities | 0.39 | 5.74 |
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