WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs HDFC Flexi Cap Fund compare

WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs HDFC Flexi Cap Fund compare

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WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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HDFC Flexi Cap Fund - Growth Plan

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹5744 Cr	₹81936 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	2.6%	3.14%
6 Month	15.86%	15.02%
1 Year	1.87%	5.02%
3 Year	18.33%	21.76%
5 Year	-	28.32%

SIP Return Analysis

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	HDFC Flexi Cap Fund - Growth Plan
6 Month	4.31%	4.4%
1 Year	12.5%	15.32%
3 Year	18.61%	21.37%
5 Year	-	22.57%

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	12.50%	11.22%
Sharp	0.88%	1.23%
Beta	0.89%	0.81%
Alpha	3.94%	7.42%

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	19.84	11.84
Large Cap	52.22	74.89
Small Cap	21.97	9.86
Mid Cap	5.97	3.41

Sector Allocation

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	HDFC Flexi Cap Fund - Growth Plan
Others	7.21	9.03
Communication Services	5.63	2.93
Energy	3.14	0.93
Financial Services	30.8	40.06
Technology	8.6	4.85
Basic Materials	4.6	5.94
Healthcare	7.27	9.05
Industrials	10.81	4.88
Real Estate	4.61	2.69
Consumer Cyclical	12.49	16.85
Utilities	0.82	2.09
Consumer Defensive	4.02	0.71

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