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

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WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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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)	₹6865 Cr	₹14312 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

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Month	-1.88%	-3.27%
6 Month	1.6%	-3.61%
1 Year	4.55%	-4.46%
3 Year	19.81%	22.1%
5 Year	-	15.5%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month	1.73%	-1.69%
1 Year	12.39%	4.1%
3 Year	16.08%	17.35%
5 Year	-	16.83%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year	23.7%	12.84%
3 Year	18.82%	13.66%
5 Year	-	12.3%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation	12.49%	15.91%
Sharp	0.92%	0.90%
Beta	0.92%	1.00%
Alpha	3.58%	5.73%

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

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Others	18.06	33.4
Large Cap	51.64	39.78
Small Cap	22.6	1.45
Mid Cap	7.7	25.38

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Others	4.91	18.45
Communication Services	5.31	8.85
Energy	3.24	-
Financial Services	31.78	9.55
Technology	8.45	28.53
Basic Materials	5.35	-
Consumer Defensive	2.61	0.5
Healthcare	7.26	-
Industrials	10	16.69
Real Estate	5.62	-
Consumer Cyclical	15.14	17.43
Utilities	0.33	0