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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) | ₹6481 Cr | ₹91041 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 | 0.51% | 0.59% |
| 6 Month | 5.94% | 7.12% |
| 1 Year | 3.78% | 9% |
| 3 Year | 18.2% | 20.52% |
| 5 Year | - | 24.8% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | 4.16% | 3.63% |
| 1 Year | 17.68% | 17.27% |
| 3 Year | 18.44% | 20.31% |
| 5 Year | - | 21.67% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 23.7% | 19.53% |
| 3 Year | 18.82% | 18.52% |
| 5 Year | - | 16.6% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | 12.49% | 10.59% |
| Sharp | 0.92% | 1.34% |
| Beta | 0.91% | 0.78% |
| Alpha | 2.95% | 6.79% |
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 | 18.76 | 12.84 |
| Large Cap | 51.96 | 74.59 |
| Small Cap | 21.63 | 9.35 |
| Mid Cap | 7.65 | 3.23 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Others | 5.71 | 10.26 |
| Communication Services | 5.61 | 2.63 |
| Energy | 3.35 | 1.41 |
| Financial Services | 31.62 | 39.51 |
| Technology | 8.84 | 5.21 |
| Basic Materials | 4.55 | 5.93 |
| Consumer Defensive | 2.73 | 0.9 |
| Healthcare | 7.05 | 8.26 |
| Industrials | 9.57 | 5.09 |
| Real Estate | 5.84 | 2.58 |
| Consumer Cyclical | 14.77 | 15.78 |
| Utilities | 0.37 | 2.42 |
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