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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) | ₹7093 Cr | ₹5227 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 | -2.39% | -1.93% |
| 6 Month | -0.48% | -1.47% |
| 1 Year | 8.79% | 7.84% |
| 3 Year | 19.45% | 19.43% |
| 5 Year | - | 16.77% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.9% | 0.6% |
| 1 Year | 10.68% | 10.63% |
| 3 Year | 14.5% | 13.79% |
| 5 Year | - | 15.24% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 19.13% | 14.4% |
| 3 Year | 18.99% | 13.63% |
| 5 Year | - | 14.22% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.31% | 13.88% |
| Sharp | 0.98% | 0.91% |
| Beta | 0.92% | 1.02% |
| Alpha | 3.22% | 2.84% |
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 | 20.4 | 13.54 |
| Large Cap | 50.35 | 48.99 |
| Small Cap | 21.43 | 19.97 |
| Mid Cap | 7.82 | 17.49 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 6.14 | 2.01 |
| Communication Services | 5.35 | 2.69 |
| Energy | 3.04 | 3.98 |
| Financial Services | 32.18 | 30.29 |
| Technology | 7.48 | 13.14 |
| Basic Materials | 5.54 | 6.22 |
| Consumer Defensive | 2.58 | 6.07 |
| Healthcare | 6.88 | 5.17 |
| Industrials | 9.28 | 13.88 |
| Real Estate | 5.55 | 1.64 |
| Consumer Cyclical | 15.3 | 12.04 |
| Utilities | 0.67 | 2.88 |
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