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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) | ₹6865 Cr | ₹19796 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 | -0.82% | -0.15% |
| 6 Month | 4.47% | 1.99% |
| 1 Year | 1.94% | 0.72% |
| 3 Year | 18.34% | 17.02% |
| 5 Year | - | 20% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | 2.08% | 1.73% |
| 1 Year | 15.09% | 11.38% |
| 3 Year | 16.94% | 14.97% |
| 5 Year | - | 16.26% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Year | 23.7% | 17.08% |
| 3 Year | 18.82% | 18.66% |
| 5 Year | - | 17.32% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.49% | 12.37% |
| Sharp | 0.92% | 0.83% |
| Beta | 0.92% | 0.93% |
| Alpha | 3.58% | 2.24% |
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 | 18.76 | 3.96 |
| Large Cap | 51.96 | 75.07 |
| Small Cap | 21.63 | 8.12 |
| Mid Cap | 7.65 | 12.85 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 5.71 | 3.67 |
| Communication Services | 5.61 | 5.83 |
| Energy | 3.35 | 4.68 |
| Financial Services | 31.62 | 28.4 |
| Technology | 8.84 | 8.04 |
| Basic Materials | 4.55 | 5.36 |
| Consumer Defensive | 2.73 | 5.42 |
| Healthcare | 7.05 | 6.84 |
| Industrials | 9.57 | 12.87 |
| Real Estate | 5.84 | 1.81 |
| Consumer Cyclical | 14.77 | 11.41 |
| Utilities | 0.37 | 5.67 |
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