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) | ₹5446 Cr | ₹79585 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 | -1.79% | -1.48% |
6 Month | 7.72% | 8.53% |
1 Year | 4.47% | 5.7% |
3 Year | - | 23.34% |
5 Year | - | 28.64% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
6 Month | 6.42% | 4.29% |
1 Year | 10.26% | 10.07% |
3 Year | - | 21.9% |
5 Year | - | 23.6% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
1 Year | 27.69% | 18.14% |
3 Year | - | 19.11% |
5 Year | - | 18.88% |
Risk Management
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Standard Deviation | - | 11.91% |
Sharp | - | 1.58% |
Beta | - | 0.82% |
Alpha | - | 7.20% |
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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 | 18.21 | 13.15 |
Large Cap | 54.83 | 73.72 |
Small Cap | 20.79 | 9.77 |
Mid Cap | 6.17 | 3.36 |
Sector Allocation
Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Others | 7.51 | 10.4 |
Communication Services | 5.93 | 3.16 |
Energy | 3.09 | 1.02 |
Financial Services | 30.69 | 39.69 |
Technology | 9.05 | 4.64 |
Basic Materials | 4.44 | 5.41 |
Healthcare | 7.14 | 8.64 |
Industrials | 10.6 | 5.03 |
Real Estate | 3.89 | 2.62 |
Consumer Cyclical | 12.68 | 16.6 |
Utilities | 0.85 | 2.03 |
Consumer Defensive | 4.15 | 0.76 |
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