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WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs HSBC Flexi Cap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Fund | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5556 Cr | ₹5075 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 02 Aug 2022 | 24 Feb 2004 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 27% |
| Expense Ratio | 1.84 | 1.93 |
| Manager | Piyush Baranwal | Venugopal Manghat |
| ISIN Code | INF03VN01506 | INF336L01AF5 |
| 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 | HSBC 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 | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -1.33% | -2.1% |
| 6 Month | 11.73% | 13.57% |
| 1 Year | 6.56% | 2.65% |
| 3 Year | 18.87% | 18.65% |
| 5 Year | - | 21.67% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.15% | 4.56% |
| 1 Year | 7.23% | 5.28% |
| 3 Year | 17.93% | 17.89% |
| 5 Year | - | 17.39% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 27.69% | 15.03% |
| 3 Year | - | 13.18% |
| 5 Year | - | 14.01% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 14.07% |
| Sharp | - | 0.93% |
| Beta | - | 0.99% |
| Alpha | - | 3.15% |
Fund Managers
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Name | Piyush Baranwal | Venugopal Manghat |
| Total AUM | ₹5379 Cr | ₹41442 Cr |
| Funds Managed | 9 | 7 |
| WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 19.84 | 6.24 |
| Large Cap | 52.22 | 52.36 |
| Small Cap | 21.97 | 22.27 |
| Mid Cap | 5.97 | 19.13 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 7.41 | 1.51 |
| Communication Services | 5.63 | 3.19 |
| Energy | 3.14 | 4.37 |
| Financial Services | 30.8 | 27.84 |
| Technology | 8.6 | 11.87 |
| Basic Materials | 4.6 | 8.39 |
| Healthcare | 7.27 | 4.83 |
| Industrials | 10.61 | 14.51 |
| Real Estate | 4.61 | 2.12 |
| Consumer Cyclical | 12.49 | 13.9 |
| Utilities | 0.82 | 2.43 |
| Consumer Defensive | 4.02 | 5.05 |
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