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) | ₹4229 Cr | ₹65967 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 | 3.04% | 4.04% |
6 Month | -2.12% | 2.35% |
1 Year | 10.74% | 15.85% |
3 Year | - | 23.47% |
5 Year | - | 29.85% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
6 Month | 1.3% | 4.31% |
1 Year | 0.56% | 7.07% |
3 Year | - | 23.62% |
5 Year | - | 25.22% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
1 Year | 33.05% | 18.75% |
3 Year | - | 18.86% |
5 Year | - | 18.67% |
Risk Management
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Standard Deviation | - | 12.345% |
Sharp | - | 1.134% |
Beta | - | 0.834% |
Alpha | - | 8.405% |
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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 | 10.94 | 12.44 |
Large Cap | 53.15 | 72.89 |
Small Cap | 25.36 | 10.31 |
Mid Cap | 10.55 | 4.37 |
Sector Allocation
Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
HDFC Flexi Cap Fund - Growth Plan |
---|---|---|
Others | 8.32 | 10.1 |
Energy | 2.8 | 0.19 |
Technology | 10.52 | 5.99 |
Consumer Cyclical | 13.58 | 15.43 |
Healthcare | 8.2 | 10.33 |
Industrials | 11.4 | 4.87 |
Financial Services | 29.48 | 38.64 |
Basic Materials | 4.24 | 4.67 |
Consumer Defensive | 2.92 | 1.33 |
Real Estate | 2.95 | 2.97 |
Utilities | 1.17 | 1.14 |
Communication Services | 4.43 | 4.33 |
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