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WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs HDFC Flexi Cap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
HDFC Flexi Cap Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Fund | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4229 Cr | ₹65967 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 02 Aug 2022 | 01 Jan 1995 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 42.17% |
| Expense Ratio | 1.84 | 1.42 |
| Manager | Piyush Baranwal | Dhruv Muchhal |
| ISIN Code | INF03VN01506 | INF179K01608 |
| 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 | HDFC 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 | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Month | 2.42% | 0.77% |
| 6 Month | -3.09% | 1.46% |
| 1 Year | 9.64% | 10.49% |
| 3 Year | - | 26.6% |
| 5 Year | - | 30% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 7.6% | 6.51% |
| 1 Year | 8.4% | 9.97% |
| 3 Year | - | 22.46% |
| 5 Year | - | 23.95% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 31.16% | 18.37% |
| 3 Year | - | 19% |
| 5 Year | - | 18.79% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | - | 12.345% |
| Sharp | - | 1.134% |
| Beta | - | 0.834% |
| Alpha | - | 8.405% |
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Fund Managers
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Name | Piyush Baranwal | Dhruv Muchhal |
| Total AUM | ₹5379 Cr | ₹520687 Cr |
| Funds Managed | 9 | 40 |
| WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
Market Cap
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Others | 10.94 | 12.44 |
| Large Cap | 53.15 | 72.89 |
| Small Cap | 25.36 | 10.31 |
| Mid Cap | 10.55 | 4.37 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Others | 8.32 | 10.1 |
| Energy | 2.8 | 0.19 |
| Technology | 10.52 | 5.99 |
| Consumer Cyclical | 13.58 | 15.43 |
| Healthcare | 8.2 | 10.33 |
| Industrials | 11.4 | 4.87 |
| Financial Services | 29.48 | 38.64 |
| Basic Materials | 4.24 | 4.67 |
| Consumer Defensive | 2.92 | 1.33 |
| Real Estate | 2.95 | 2.97 |
| Utilities | 1.17 | 1.14 |
| Communication Services | 4.43 | 4.33 |
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