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 Motilal Oswal Flexi Cap Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Invest Now

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

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 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) ₹4229 Cr ₹11855 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 2.42% 0.68%
6 Month -3.09% -8.27%
1 Year 9.64% 11.31%
3 Year - 26.79%
5 Year - 22.1%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month 7.6% 6.06%
1 Year 8.4% 4.58%
3 Year - 24.57%
5 Year - 19.92%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 31.16% 13.78%
3 Year - 13.23%
5 Year - 11.83%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation - 15.785%
Sharp - 0.761%
Beta - 0.889%
Alpha - 6.046%

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 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 10.94 28.33
Large Cap 53.15 40.58
Small Cap 25.36 3.56
Mid Cap 10.55 27.53

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 8.32 23.34
Energy 2.8 -
Technology 10.52 20.44
Consumer Cyclical 13.58 17.23
Healthcare 8.2 1.75
Industrials 11.4 18.3
Financial Services 29.48 9.73
Basic Materials 4.24 -
Consumer Defensive 2.92 -
Real Estate 2.95 -
Utilities 1.17 -
Communication Services 4.43 9.21

Top Comparisons

Canara Robeco Liquid Fund - Regular Plan - Growth Option Canara Robeco Liquid Fund - Regular Plan - Growth Option

3Y Returns6.97%

VS

Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION

3Y Returns6.91%

Compare Now

Nippon India Corporate Bond Fund - Growth Plan - Growth Option Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns8.15%

VS

PGIM India Corporate Bond Fund - Growth PGIM India Corporate Bond Fund - Growth

3Y Returns7.14%

Compare Now

ICICI Prudential Banking and Financial Services Fund -  Growth ICICI Prudential Banking and Financial Services Fund - Growth

3Y Returns21.06%

VS

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

3Y Returns24.84%

Compare Now

HDFC Balanced Advantage Fund - Growth Plan HDFC Balanced Advantage Fund - Growth Plan

3Y Returns22.6%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns13.67%

Compare Now
Add to Cart Successfully