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) | ₹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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