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

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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tortoise-icon HSBC Flexi Cap Fund - Regular Growth

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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 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) ₹4229 Cr ₹4680 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 3.04% 2.87%
6 Month -2.12% -6.07%
1 Year 10.74% 6.51%
3 Year - 16.64%
5 Year - 23.26%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth HSBC Flexi Cap Fund - Regular Growth
6 Month 1.3% -0.51%
1 Year 0.56% -6.44%
3 Year - 17.85%
5 Year - 17.91%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth HSBC Flexi Cap Fund - Regular Growth
1 Year 33.05% 15.75%
3 Year - 12.91%
5 Year - 13.75%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth HSBC Flexi Cap Fund - Regular Growth
Standard Deviation - 15.323%
Sharp - 0.455%
Beta - 1.003%
Alpha - 0.255%

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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 10.94 3.71
Large Cap 53.15 51.36
Small Cap 25.36 22.72
Mid Cap 10.55 22.21

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

HSBC Flexi Cap Fund - Regular Growth

Others 8.32 2.43
Energy 2.8 4.88
Technology 10.52 13.99
Consumer Cyclical 13.58 12.05
Healthcare 8.2 6.32
Industrials 11.4 14.36
Financial Services 29.48 25.6
Basic Materials 4.24 8.29
Consumer Defensive 2.92 4.92
Real Estate 2.95 2.05
Utilities 1.17 2.24
Communication Services 4.43 2.85

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