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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) | ₹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 | 6.7% | 7.53% |
| 6 Month | 3.79% | 1.3% |
| 1 Year | 14.55% | 12.55% |
| 3 Year | - | 22.45% |
| 5 Year | - | 26.17% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.68% | 6.17% |
| 1 Year | 8.17% | 4.39% |
| 3 Year | - | 20.86% |
| 5 Year | - | 19.33% |
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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