WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs SBI Flexicap Fund compare

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WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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SBI Flexicap Fund - REGULAR PLAN -Growth Option

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Fund	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6865 Cr	₹23556 Cr
Min Investment	₹500	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹1000
Launch Date	02 Aug 2022	29 Sep 2005
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	BSE 500 TRI
Turn Over	0.0%	55%
Expense Ratio	1.84	1.67
Manager	Piyush Baranwal	Pradeep Kesavan
ISIN Code	INF03VN01506	INF200K01222
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	SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month	-0.34%	1.28%
6 Month	2.77%	4.14%
1 Year	3.47%	4.67%
3 Year	19.51%	14.13%
5 Year	-	14.36%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month	2.47%	4.01%
1 Year	14.54%	15.25%
3 Year	16.33%	11.92%
5 Year	-	12.09%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year	23.7%	12.04%
3 Year	18.82%	12.88%
5 Year	-	13.28%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation	7.02%	10.98%
Sharp	0.99%	0.66%
Beta	0.92%	0.83%
Alpha	3.21%	-0.96%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Name	Piyush Baranwal	Pradeep Kesavan
Total AUM	₹5379 Cr	₹434274 Cr
Funds Managed	9	43
	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	10.08	7.73
Large Cap	55.32	67.67
Small Cap	26.49	11.54
Mid Cap	8.11	13.06

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	5.21	7.73
Telecom - Services	4.61	5.51
Petroleum Products	2.61	4.3
Capital Markets	1.71	0.47
IT - Software	5.9	5.42
Pharmaceuticals & Biotechnology	4.6	1.05
Other Consumer Services	0.05	-
Construction	0.87	4.96
Insurance	1.24	4.59
Finance	6.68	9.92
Consumer Durables	4.13	4.14
Electrical Equipment	2.71	0.12
Banks	21.9	20.31
Non - Ferrous Metals	0.72	1.22
Realty	3.64	-
Healthcare Services	1.46	0.86
Chemicals & Petrochemicals	1.34	-
Commercial Services & Supplies	2	-
Auto Components	0.81	0.59
Cement & Cement Products	0.72	3.85
Ferrous Metals	0.83	5.18
Leisure Services	2.03	0.96
Transport Infrastructure	2.27	-
Industrial Manufacturing	1.43	-
Industrial Products	1.53	3.29
IT - Services	1.32	-
Automobiles	5.44	8.68
Personal Products	0.69	-
Healthcare Equipment & Supplies	0.94	-
Oil	0.49	-
Food Products	1.36	-
Aerospace & Defense	2.59	-
Agricultural, Commercial & Construction Vehicles	0.62	1.58
Retailing	4.1	1.05
Financial Technology (Fintech)	0.33	0.49
Transport Services	0.28	2.7
Household Products	0.51	-
Power	0.33	-
Beverages	-	0.93
Textiles & Apparels	-	0.1