WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs LIC MF Flexi Cap Fund compare

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WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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LIC MF Flexi Cap Fund-Growth

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LIC MF Flexi Cap Fund-Regular Plan-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	LIC MF Flexi Cap Fund-Growth	LIC MF Flexi Cap Fund-Regular Plan-Growth
Fund	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	LIC MF Flexi Cap Fund-Growth	LIC MF Flexi Cap Fund-Regular Plan-Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹5744 Cr	₹1650 Cr	₹1650 Cr
Min Investment	₹500	₹5000	₹5000
Min SIP Invesment	₹100	₹1000	₹1000
Min Addl Investment	₹500	₹500	₹500
Launch Date	02 Aug 2022	13 Jan 1993	13 Jan 1993
Category	Flexi Cap	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	0.0%	%	109%
Expense Ratio	1.84	2.31	2.31
Manager	Piyush Baranwal	Jaiprakash Toshniwal	Jaiprakash Toshniwal
ISIN Code	INF03VN01506	INF767K01071	INF767K01071
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	LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	LIC MF Flexi Cap Fund-Growth	LIC MF Flexi Cap Fund-Regular Plan-Growth
1 Month	1.94%	5.51%	5.51%
6 Month	16.32%	22.04%	22.04%
1 Year	1.85%	-5.1%	-5.1%
3 Year	18.3%	14.25%	14.25%
5 Year	-	16.44%	16.44%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	LIC MF Flexi Cap Fund-Growth	LIC MF Flexi Cap Fund-Regular Plan-Growth
6 Month	4.31%	8.04%	8.04%
1 Year	12.5%	14.59%	14.59%
3 Year	18.61%	14.48%	14.48%
5 Year	-	13.77%	13.77%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	LIC MF Flexi Cap Fund-Growth	LIC MF Flexi Cap Fund-Regular Plan-Growth
1 Year	27.69%	10.34%	10.34%
3 Year	-	9.75%	9.75%
5 Year	-	10.11%	10.11%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	LIC MF Flexi Cap Fund-Growth	LIC MF Flexi Cap Fund-Regular Plan-Growth
Standard Deviation	12.50%	11.99%	11.99%
Sharp	0.88%	0.57%	0.57%
Beta	0.89%	0.95%	0.95%
Alpha	3.94%	-0.9%	-0.9%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	LIC MF Flexi Cap Fund-Growth	LIC MF Flexi Cap Fund-Regular Plan-Growth
Name	Piyush Baranwal	Jaiprakash Toshniwal	Jaiprakash Toshniwal
Total AUM	₹5379 Cr	₹2153 Cr	₹2153 Cr
Funds Managed	9	3	3
	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	LIC MF Flexi Cap Fund-Growth	LIC MF Flexi Cap Fund-Regular Plan-Growth

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	LIC MF Flexi Cap Fund-Growth	LIC MF Flexi Cap Fund-Regular Plan-Growth
Others	19.84	10.51	10.51
Large Cap	52.22	29.56	29.56
Small Cap	21.97	42.97	42.97
Mid Cap	5.97	16.96	16.96

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	LIC MF Flexi Cap Fund-Growth	LIC MF Flexi Cap Fund-Regular Plan-Growth
Others	7.21	7.66	7.66
Communication Services	5.63	1.65	1.65
Energy	3.14	-	-
Financial Services	30.8	19.77	19.77
Technology	8.6	10.95	10.95
Basic Materials	4.6	5.97	5.97
Healthcare	7.27	7.33	7.33
Industrials	10.81	20.74	20.74
Real Estate	4.61	2.46	2.46
Consumer Cyclical	12.49	11.77	11.77
Utilities	0.82	3.81	3.81
Consumer Defensive	4.02	7.88	7.88