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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) | ₹7093 Cr | ₹96295 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 | -0.53% | 0.85% |
| 6 Month | 1.04% | 3.87% |
| 1 Year | 8.28% | 13.75% |
| 3 Year | 19.42% | 21.63% |
| 5 Year | - | 22.04% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | -0.3% | 1.14% |
| 1 Year | 9.02% | 11.83% |
| 3 Year | 14.55% | 17.76% |
| 5 Year | - | 19.96% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 19.13% | 19.4% |
| 3 Year | 18.99% | 18.59% |
| 5 Year | - | 16.64% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 7.02% | 12.12% |
| Sharp | 1.04% | 1.4% |
| Beta | 0.92% | 0.78% |
| Alpha | 2.84% | 6.05% |
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 | 20.4 | 15.55 |
| Large Cap | 50.35 | 73.11 |
| Small Cap | 21.43 | 8.25 |
| Mid Cap | 7.82 | 3.09 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Others | 6.14 | 13.19 |
| Communication Services | 5.35 | 2.47 |
| Energy | 3.04 | 1.37 |
| Financial Services | 32.18 | 38.96 |
| Technology | 7.48 | 5.6 |
| Basic Materials | 5.54 | 5.25 |
| Consumer Defensive | 2.58 | 0.86 |
| Healthcare | 6.88 | 7.46 |
| Industrials | 9.28 | 4.76 |
| Real Estate | 5.55 | 2.36 |
| Consumer Cyclical | 15.3 | 15.22 |
| Utilities | 0.67 | 2.5 |
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