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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) | ₹6003 Cr | ₹4975 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 | 0.37% | 0.38% |
| 6 Month | 13.94% | 14.89% |
| 1 Year | 1.91% | -1.32% |
| 3 Year | 19.77% | 21.15% |
| 5 Year | - | 20.53% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.28% | 2.26% |
| 1 Year | 12.75% | 12.4% |
| 3 Year | 17.84% | 17.76% |
| 5 Year | - | 17.16% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 23.7% | 14.77% |
| 3 Year | 18.82% | 13.32% |
| 5 Year | - | 14.1% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.45% | 13.97% |
| Sharp | 0.91% | 0.91% |
| Beta | 0.91% | 1.01% |
| Alpha | 2.85% | 3.32% |
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 | 18.1 | 7.02 |
| Large Cap | 53.38 | 52.87 |
| Small Cap | 21.94 | 21.8 |
| Mid Cap | 6.58 | 18.31 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 5.77 | 1.85 |
| Communication Services | 5.69 | 3.12 |
| Energy | 3.13 | 4.08 |
| Financial Services | 30.69 | 26.17 |
| Technology | 8.52 | 14.06 |
| Basic Materials | 4.45 | 8.66 |
| Healthcare | 7.43 | 4.94 |
| Industrials | 10.08 | 13.04 |
| Real Estate | 4.83 | 1.87 |
| Consumer Cyclical | 15.13 | 14.28 |
| Utilities | 0.47 | 2.09 |
| Consumer Defensive | 3.8 | 5.83 |
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