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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) | ₹4229 Cr | ₹17203 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 | 3.42% | 4.02% |
| 6 Month | -1.93% | -2.05% |
| 1 Year | 11.45% | 8.95% |
| 3 Year | - | 19.05% |
| 5 Year | - | 28.17% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | 1.3% | 1.83% |
| 1 Year | 0.56% | -0.95% |
| 3 Year | - | 19.06% |
| 5 Year | - | 20.51% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| 1 Year | 33.05% | 16.32% |
| 3 Year | - | 18.99% |
| 5 Year | - | 18.92% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| Standard Deviation | - | 13.548% |
| Sharp | - | 0.672% |
| Beta | - | 0.914% |
| Alpha | - | 2.972% |
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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 | 10.94 | 3.7 |
| Large Cap | 53.15 | 70.55 |
| Small Cap | 25.36 | 9.03 |
| Mid Cap | 10.55 | 16.71 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 8.32 | 4.59 |
| Energy | 2.8 | 2.93 |
| Technology | 10.52 | 10.25 |
| Consumer Cyclical | 13.58 | 12.68 |
| Healthcare | 8.2 | 7.12 |
| Industrials | 11.4 | 11.6 |
| Financial Services | 29.48 | 28.3 |
| Basic Materials | 4.24 | 4.6 |
| Consumer Defensive | 2.92 | 5.53 |
| Real Estate | 2.95 | 2.22 |
| Utilities | 1.17 | 3.95 |
| Communication Services | 4.43 | 6.22 |
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