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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) | ₹5446 Cr | ₹110392 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 | -3.38% | -1.49% |
| 6 Month | 4.76% | 4.15% |
| 1 Year | 5.55% | 8.72% |
| 3 Year | 18.63% | 20.26% |
| 5 Year | - | 22.67% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | 4.81% | 4.41% |
| 1 Year | 5.37% | 9.26% |
| 3 Year | 17.28% | 19.63% |
| 5 Year | - | 19.07% |
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 | 18.21 | 31.26 |
| Large Cap | 54.83 | 63.7 |
| Small Cap | 20.79 | 3.76 |
| Mid Cap | 6.17 | 1.28 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 7.51 | 19.47 |
| Communication Services | 5.93 | 9.78 |
| Energy | 3.09 | 6.66 |
| Financial Services | 30.69 | 29.26 |
| Technology | 9.05 | 7.27 |
| Basic Materials | 4.44 | 0.57 |
| Healthcare | 7.14 | 4.4 |
| Industrials | 10.6 | 0.21 |
| Real Estate | 3.89 | 0.47 |
| Consumer Cyclical | 12.68 | 10.44 |
| Utilities | 0.85 | 6.16 |
| Consumer Defensive | 4.15 | 5.3 |
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