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