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WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Parag Parikh Flexi Cap Fund Regular compare

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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tortoise-icon Parag Parikh Flexi Cap Fund Regular-Growth

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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 Parag Parikh Flexi Cap Fund Regular-Growth
Fund WhiteOak Capital Flexi Cap Fund Regular Plan Growth Parag Parikh Flexi Cap Fund Regular-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6003 Cr ₹119723 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 02 Aug 2022 24 May 2013
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 0.0% %
Expense Ratio 1.84 1.33
Manager Piyush Baranwal Rajeev Thakkar
ISIN Code INF03VN01506 INF879O01019
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 Parag Parikh Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% 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 Parag Parikh Flexi Cap Fund Regular-Growth
1 Month 0.66% 0.09%
6 Month 16.33% 11.15%
1 Year 2.39% 5.91%
3 Year 19.06% 21.59%
5 Year - 21.81%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Parag Parikh Flexi Cap Fund Regular-Growth
6 Month 2.28% 1.47%
1 Year 12.75% 10.23%
3 Year 17.84% 18.4%
5 Year - 18.21%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Parag Parikh Flexi Cap Fund Regular-Growth
1 Year 23.7% 17.56%
3 Year 18.82% 18.44%
5 Year - 18.24%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Parag Parikh Flexi Cap Fund Regular-Growth
Standard Deviation 12.45% 8.50%
Sharp 0.91% 1.61%
Beta 0.91% 0.57%
Alpha 2.85% 8.33%

Fund Managers

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Parag Parikh Flexi Cap Fund Regular-Growth
Name Piyush Baranwal Rajeev Thakkar
Total AUM ₹5379 Cr ₹0 Cr
Funds Managed 9 5
WhiteOak Capital Flexi Cap Fund Regular Plan Growth Parag Parikh Flexi Cap Fund Regular-Growth

Market Cap

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Parag Parikh Flexi Cap Fund Regular-Growth

Others 18.1 34.6
Large Cap 53.38 60.91
Small Cap 21.94 3.52
Mid Cap 6.58 0.97

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Parag Parikh Flexi Cap Fund Regular-Growth

Others 5.77 22.14
Communication Services 5.69 9.91
Energy 3.13 6.04
Financial Services 30.69 28.07
Technology 8.52 6.56
Basic Materials 4.45 0.6
Healthcare 7.43 4.21
Industrials 10.08 0.16
Real Estate 4.83 0.61
Consumer Cyclical 15.13 10.32
Utilities 0.47 5.95
Consumer Defensive 3.8 5.44

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