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WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs LIC MF Flexi Cap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
LIC MF Flexi Cap Fund-Growth
LIC MF Flexi Cap Fund-Regular Plan-Growth
Chart Comparison
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 |
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 | 3.33% | 2.81% | 2.81% |
| 6 Month | 9.14% | 17.19% | 17.19% |
| 1 Year | 6.84% | 2.28% | 2.28% |
| 3 Year | 18.72% | 15.18% | 15.18% |
| 5 Year | - | 16.66% | 16.66% |
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 | 0.45% | 3.94% | 3.94% |
| 1 Year | 8.15% | 14.42% | 14.42% |
| 3 Year | 15.88% | 12.99% | 12.99% |
| 5 Year | - | 12.89% | 12.89% |
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 | 23.7% | 10.21% | 10.21% |
| 3 Year | 18.82% | 9.84% | 9.84% |
| 5 Year | - | 10.16% | 10.16% |
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 | 12.49% | 13.98% | 13.98% |
| Sharp | 0.92% | 0.62% | 0.62% |
| Beta | 0.91% | 0.97% | 0.97% |
| Alpha | 2.95% | -0.51% | -0.51% |
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 | 19.89 | 11.41 | 11.41 |
| Large Cap | 51.19 | 30.24 | 30.24 |
| Small Cap | 21.52 | 38.99 | 38.99 |
| Mid Cap | 7.4 | 19.35 | 19.35 |
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 | 7.3 | 7.43 | 7.43 |
| Communication Services | 5.35 | 2.54 | 2.54 |
| Energy | 3.12 | - | - |
| Financial Services | 30.74 | 26.06 | 26.06 |
| Technology | 7.62 | 10.52 | 10.52 |
| Basic Materials | 4.28 | 6.08 | 6.08 |
| Consumer Defensive | 2.95 | 4.99 | 4.99 |
| Healthcare | 7 | 8.69 | 8.69 |
| Industrials | 9.83 | 20.68 | 20.68 |
| Real Estate | 5.65 | 1.82 | 1.82 |
| Consumer Cyclical | 15.78 | 10.81 | 10.81 |
| Utilities | 0.39 | 0.38 | 0.38 |
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