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

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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tortoise-icon 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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