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

Link copied to clipboard!

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Invest Now

LIC MF Flexi Cap Fund-Growth

Invest Now

LIC MF Flexi Cap Fund-Regular Plan-Growth

Invest Now

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)	₹6003 Cr	₹1716 Cr	₹1716 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	1.79%	0.91%	0.91%
6 Month	8.35%	16.15%	16.15%
1 Year	5.76%	0.79%	0.79%
3 Year	18.29%	15.19%	15.19%
5 Year	-	15.44%	15.44%

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	4.06%	7.11%	7.11%
1 Year	15.56%	20.58%	20.58%
3 Year	18.34%	15.01%	15.01%
5 Year	-	14.07%	14.07%

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	23.7%	10.21%	10.21%
3 Year	18.82%	9.84%	9.84%
5 Year	-	10.16%	10.16%

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	12.49%	11.99%	11.99%
Sharp	0.92%	0.64%	0.64%
Beta	0.91%	0.96%	0.96%
Alpha	2.95%	-1.25%	-1.25%

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	18.76	9.03	9.03
Large Cap	51.96	31.48	31.48
Small Cap	21.63	37.45	37.45
Mid Cap	7.65	22.04	22.04

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	5.71	5.3	5.3
Communication Services	5.61	2.61	2.61
Energy	3.35	-	-
Financial Services	31.62	27.8	27.8
Technology	8.84	10.83	10.83
Basic Materials	4.55	5.05	5.05
Consumer Defensive	2.73	6.18	6.18
Healthcare	7.05	10	10
Industrials	9.57	19.21	19.21
Real Estate	5.84	2.21	2.21
Consumer Cyclical	14.77	10.81	10.81
Utilities	0.37	0	0