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WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Motilal Oswal Flexi Cap Fund Regular Plan compare

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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tortoise-icon Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

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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 Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Fund WhiteOak Capital Flexi Cap Fund Regular Plan Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5556 Cr ₹13727 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 02 Aug 2022 28 Apr 2014
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 0.0% 90%
Expense Ratio 1.84 1.72
Manager Piyush Baranwal Rakesh Shetty
ISIN Code INF03VN01506 INF247L01478
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 Motilal Oswal 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 Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month -1.55% -0.7%
6 Month 14.8% 15.83%
1 Year 1.3% 3.43%
3 Year 18.94% 22.93%
5 Year - 18.73%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month 1.38% 2.15%
1 Year 5.29% 5.31%
3 Year 17.01% 22.89%
5 Year - 19.42%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 27.69% 13.61%
3 Year - 13.36%
5 Year - 12.02%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation - 15.71%
Sharp - 1.07%
Beta - 0.95%
Alpha - 7.24%

Fund Managers

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Name Piyush Baranwal Rakesh Shetty
Total AUM ₹5379 Cr ₹33886 Cr
Funds Managed 9 19
WhiteOak Capital Flexi Cap Fund Regular Plan Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Market Cap

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 19.84 28.08
Large Cap 52.22 39.46
Small Cap 21.97 2.05
Mid Cap 5.97 30.4

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 7.41 6.74
Communication Services 5.63 8.31
Energy 3.14 -
Financial Services 30.8 9.39
Technology 8.6 30.71
Basic Materials 4.6 -
Healthcare 7.27 1.82
Industrials 10.61 20.55
Real Estate 4.61 -
Consumer Cyclical 12.49 16.57
Utilities 0.82 5.9
Consumer Defensive 4.02 -

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