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WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Franklin India Flexi Cap Fund compare

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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tortoise-icon Franklin India Flexi Cap Fund - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5056 Cr ₹18679 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 1.71% 0.96%
6 Month 2.8% 3.55%
1 Year 7.9% 4.86%
3 Year - 23.07%
5 Year - 25.73%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Franklin India Flexi Cap Fund - Growth
6 Month 10.01% 8.71%
1 Year 14.36% 11.26%
3 Year - 20.25%
5 Year - 20.55%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Franklin India Flexi Cap Fund - Growth
1 Year 31.16% 16.12%
3 Year - 18.94%
5 Year - 18.97%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Franklin India Flexi Cap Fund - Growth
Standard Deviation - 12.98%
Sharp - 1.28%
Beta - 0.90%
Alpha - 3.73%

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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 18.35 7.13
Large Cap 53.28 72.33
Small Cap 21.11 8.22
Mid Cap 7.26 12.32

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Franklin India Flexi Cap Fund - Growth

Others 8.13 7.13
Communication Services 5.93 5.37
Energy 3.31 3.18
Financial Services 31.2 28.95
Technology 9.78 8.16
Basic Materials 4.32 4.55
Healthcare 7.12 7.31
Industrials 10.35 11.29
Real Estate 4.33 2.28
Consumer Cyclical 12.21 11.46
Utilities 0.87 5.17
Consumer Defensive 2.44 5.14

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