Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Invest Now

tortoise-icon LIC MF Flexi Cap Fund-Growth

Invest Now

tortoise-icon 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) ₹4229 Cr ₹992 Cr ₹992 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 2.25 2.25
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

Trailing Lumpsum Returns

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 3.04% 0.8% 0.8%
6 Month -2.12% -12.48% -12.48%
1 Year 10.74% -1.46% -1.46%
3 Year - 11.37% 11.37%
5 Year - 15.33% 15.33%

SIP Return Analysis

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 1.3% -3.74% -3.74%
1 Year 0.56% -15.65% -15.65%
3 Year - 9.73% 9.73%
5 Year - 11.49% 11.49%

Rolling Lumpsum Returns

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 33.05% 10.8% 10.8%
3 Year - 9.48% 9.48%
5 Year - 9.99% 9.99%

Risk Management

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 - 11.99% 11.99%
Sharp - 0.26% 0.26%
Beta - 0.96% 0.96%
Alpha - -2.86% -2.86%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

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 10.94 7.76 7.76
Large Cap 53.15 31.83 31.83
Small Cap 25.36 47.88 47.88
Mid Cap 10.55 12.53 12.53

Sector Allocation

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 8.32 5.31 5.31
Energy 2.8 0 0
Technology 10.52 5.94 5.94
Consumer Cyclical 13.58 16.26 16.26
Healthcare 8.2 6.83 6.83
Industrials 11.4 16.4 16.4
Financial Services 29.48 20.63 20.63
Basic Materials 4.24 9.9 9.9
Consumer Defensive 2.92 9.18 9.18
Real Estate 2.95 2.21 2.21
Utilities 1.17 5.21 5.21
Communication Services 4.43 2.13 2.13

Top Comparisons

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns20.4%

VS

Nippon India Quant Fund -Growth Plan - Growth Option Nippon India Quant Fund -Growth Plan - Growth Option

3Y Returns20.37%

Compare Now

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns12.79%

VS

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns14.14%

Compare Now

BANDHAN Credit Risk Fund - Regular Plan Growth BANDHAN Credit Risk Fund - Regular Plan Growth

3Y Returns6.35%

VS

Axis Credit Risk Fund - Regular Plan - Growth Axis Credit Risk Fund - Regular Plan - Growth

3Y Returns7.11%

Compare Now

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns28.45%

VS

UTI Infrastructure Fund-Growth Option UTI Infrastructure Fund-Growth Option

3Y Returns21.18%

Compare Now
Add to Cart Successfully