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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) | ₹6481 Cr | ₹5267 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 | 0.54% | -1.96% |
| 6 Month | 5.24% | 2.1% |
| 1 Year | 3.09% | -2.26% |
| 3 Year | 18.22% | 18.21% |
| 5 Year | - | 17.98% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.3% | 0.58% |
| 1 Year | 16.22% | 10.9% |
| 3 Year | 17.52% | 15.31% |
| 5 Year | - | 15.82% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 23.7% | 14.58% |
| 3 Year | 18.82% | 13.55% |
| 5 Year | - | 14.16% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.49% | 14.04% |
| Sharp | 0.92% | 0.85% |
| Beta | 0.92% | 1.02% |
| Alpha | 3.58% | 3.20% |
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 | 18.76 | 8.23 |
| Large Cap | 51.96 | 50.63 |
| Small Cap | 21.63 | 23.31 |
| Mid Cap | 7.65 | 17.83 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 5.71 | 1.09 |
| Communication Services | 5.61 | 3.23 |
| Energy | 3.35 | 3.78 |
| Financial Services | 31.62 | 28.01 |
| Technology | 8.84 | 14.24 |
| Basic Materials | 4.55 | 7.24 |
| Consumer Defensive | 2.73 | 6.03 |
| Healthcare | 7.05 | 4.81 |
| Industrials | 9.57 | 15.13 |
| Real Estate | 5.84 | 1.72 |
| Consumer Cyclical | 14.77 | 11.43 |
| Utilities | 0.37 | 3.3 |
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