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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) | ₹5744 Cr | ₹18727 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 | 1.94% | 1.06% |
| 6 Month | 16.32% | 13.23% |
| 1 Year | 1.85% | -2.62% |
| 3 Year | 18.3% | 17.56% |
| 5 Year | - | 23.97% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | 4.31% | 1.94% |
| 1 Year | 12.5% | 7.19% |
| 3 Year | 18.61% | 16.48% |
| 5 Year | - | 17.67% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Year | 27.69% | 15.92% |
| 3 Year | - | 19.1% |
| 5 Year | - | 19.04% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| Standard Deviation | 12.50% | 12.64% |
| Sharp | 0.88% | 0.84% |
| Beta | 0.89% | 0.92% |
| Alpha | 3.94% | 3.34% |
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 | 19.84 | 5.48 |
| Large Cap | 52.22 | 72.9 |
| Small Cap | 21.97 | 8.63 |
| Mid Cap | 5.97 | 13 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 7.21 | 5.48 |
| Communication Services | 5.63 | 5.35 |
| Energy | 3.14 | 4.07 |
| Financial Services | 30.8 | 28.9 |
| Technology | 8.6 | 7.57 |
| Basic Materials | 4.6 | 5.4 |
| Healthcare | 7.27 | 7.87 |
| Industrials | 10.81 | 11.1 |
| Real Estate | 4.61 | 1.92 |
| Consumer Cyclical | 12.49 | 12.09 |
| Utilities | 0.82 | 5.56 |
| Consumer Defensive | 4.02 | 4.69 |
Top Comparisons
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3Y Returns14.21%
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WhiteOak Capital Mid Cap Fund Regular Plan Growth
3Y Returns24.26%
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