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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) | ₹6481 Cr | ₹125800 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 | 0.51% | 1.13% |
| 6 Month | 5.94% | 5.28% |
| 1 Year | 3.78% | 7.36% |
| 3 Year | 18.2% | 20.6% |
| 5 Year | - | 20.41% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 6 Month | 4.16% | 2.11% |
| 1 Year | 17.68% | 11.64% |
| 3 Year | 18.44% | 17.77% |
| 5 Year | - | 17.99% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| 1 Year | 23.7% | 17.41% |
| 3 Year | 18.82% | 18.66% |
| 5 Year | - | 18.48% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Standard Deviation | 12.49% | 8.40% |
| Sharp | 0.92% | 1.57% |
| Beta | 0.91% | 0.56% |
| Alpha | 2.95% | 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 | 18.76 | 35.27 |
| Large Cap | 51.96 | 60.86 |
| Small Cap | 21.63 | 2.82 |
| Mid Cap | 7.65 | 1.04 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Parag Parikh Flexi Cap Fund Regular-Growth |
|---|---|---|
| Others | 5.71 | 21.92 |
| Communication Services | 5.61 | 9.97 |
| Energy | 3.35 | 5.83 |
| Financial Services | 31.62 | 28.13 |
| Technology | 8.84 | 6.17 |
| Basic Materials | 4.55 | 0.83 |
| Consumer Defensive | 2.73 | 5.6 |
| Healthcare | 7.05 | 4.09 |
| Industrials | 9.57 | 0.3 |
| Real Estate | 5.84 | 0.71 |
| Consumer Cyclical | 14.77 | 10.39 |
| Utilities | 0.37 | 6.06 |
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