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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) | ₹5556 Cr | ₹113281 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 | -1.33% | -0.14% |
| 6 Month | 11.73% | 7.13% |
| 1 Year | 6.56% | 10.38% |
| 3 Year | 18.87% | 20.18% |
| 5 Year | - | 22.91% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | 4.15% | 4.09% |
| 1 Year | 7.23% | 9.97% |
| 3 Year | 17.93% | 19.84% |
| 5 Year | - | 19.19% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 27.69% | 17.67% |
| 3 Year | - | 18.2% |
| 5 Year | - | 18.13% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Standard Deviation | - | 8.76% |
| Sharp | - | 1.56% |
| Beta | - | 0.57% |
| Alpha | - | 7.86% |
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 | 19.84 | 33.71 |
| Large Cap | 52.22 | 61.79 |
| Small Cap | 21.97 | 3.32 |
| Mid Cap | 5.97 | 1.18 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 7.41 | 21.16 |
| Communication Services | 5.63 | 9.91 |
| Energy | 3.14 | 6.18 |
| Financial Services | 30.8 | 28.42 |
| Technology | 8.6 | 6.85 |
| Basic Materials | 4.6 | 0.61 |
| Healthcare | 7.27 | 4.32 |
| Industrials | 10.61 | 0.19 |
| Real Estate | 4.61 | 0.54 |
| Consumer Cyclical | 12.49 | 10.55 |
| Utilities | 0.82 | 5.99 |
| Consumer Defensive | 4.02 | 5.29 |
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