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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) | ₹5446 Cr | ₹19365 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 | -1.5% | -1.92% |
| 6 Month | 9.32% | 8.29% |
| 1 Year | 5.01% | 0.61% |
| 3 Year | - | 20.55% |
| 5 Year | - | 25.32% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| 6 Month | 6.42% | 4.51% |
| 1 Year | 10.26% | 6.09% |
| 3 Year | - | 18.61% |
| 5 Year | - | 19.56% |
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 | 18.21 | 5.67 |
| Large Cap | 54.83 | 73.67 |
| Small Cap | 20.79 | 7.85 |
| Mid Cap | 6.17 | 12.81 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Franklin India Flexi Cap Fund - Growth |
|---|---|---|
| Others | 7.51 | 5.67 |
| Communication Services | 5.93 | 5.62 |
| Energy | 3.09 | 4.24 |
| Financial Services | 30.69 | 29.04 |
| Technology | 9.05 | 8.05 |
| Basic Materials | 4.44 | 5.48 |
| Healthcare | 7.14 | 7.23 |
| Industrials | 10.6 | 11.19 |
| Real Estate | 3.89 | 2.12 |
| Consumer Cyclical | 12.68 | 11.5 |
| Utilities | 0.85 | 5.06 |
| Consumer Defensive | 4.15 | 4.81 |
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