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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) | ₹7093 Cr | ₹133309 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 | -4.91% | -2.56% |
| 6 Month | -3.61% | -0.19% |
| 1 Year | 6.06% | 6.86% |
| 3 Year | 17.77% | 20.15% |
| 5 Year | - | 18.62% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | -3.78% | -1.08% |
| 1 Year | -0.01% | 3.98% |
| 3 Year | 11.89% | 14.12% |
| 5 Year | - | 16.06% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 19.13% | 17.28% |
| 3 Year | 18.99% | 18.79% |
| 5 Year | - | 18.62% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 7.02% | 11.09% |
| Sharp | 1.04% | 1.83% |
| Beta | 0.92% | 0.55% |
| Alpha | 2.84% | 8.87% |
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 | 20.4 | 34.39 |
| Large Cap | 50.35 | 62.4 |
| Small Cap | 21.43 | 2.24 |
| Mid Cap | 7.82 | 0.98 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 6.14 | 20.19 |
| Communication Services | 5.35 | 10.01 |
| Energy | 3.04 | 5.67 |
| Financial Services | 32.18 | 27.63 |
| Technology | 7.48 | 8.11 |
| Basic Materials | 5.54 | 0.8 |
| Consumer Defensive | 2.58 | 5.33 |
| Healthcare | 6.88 | 4.17 |
| Industrials | 9.28 | 0.43 |
| Real Estate | 5.55 | 1.34 |
| Consumer Cyclical | 15.3 | 10.25 |
| Utilities | 0.67 | 6.07 |
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