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WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs SBI Flexicap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Chart Comparison
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) | ₹5744 Cr | ₹22011 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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Month | 3.09% | 3.25% |
| 6 Month | 16.89% | 12.74% |
| 1 Year | 2.71% | -2.11% |
| 3 Year | 19.42% | 12.99% |
| 5 Year | - | 18.24% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | 4.31% | 3.2% |
| 1 Year | 12.5% | 7.21% |
| 3 Year | 18.61% | 11.67% |
| 5 Year | - | 12.3% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 27.69% | 12.42% |
| 3 Year | - | 12.86% |
| 5 Year | - | 13.05% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | 12.50% | 10.98% |
| Sharp | 0.88% | 0.54% |
| Beta | 0.89% | 0.83% |
| Alpha | 3.94% | -1.49% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 18.1 | 11.48 |
| Large Cap | 53.38 | 64.02 |
| Small Cap | 21.94 | 12.35 |
| Mid Cap | 6.58 | 12.15 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 5.77 | 4.32 |
| Communication Services | 5.69 | 5.45 |
| Energy | 3.13 | 4.89 |
| Financial Services | 30.69 | 37.52 |
| Technology | 8.52 | 6.42 |
| Basic Materials | 4.45 | 11.85 |
| Healthcare | 7.43 | 1.95 |
| Industrials | 10.08 | 10.62 |
| Real Estate | 4.83 | - |
| Consumer Cyclical | 15.13 | 13.12 |
| Utilities | 0.47 | 1.74 |
| Consumer Defensive | 3.8 | 2.1 |
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