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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