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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Chart Comparison

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)	₹4229 Cr	₹21747 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	2.42%	0.96%
6 Month	-3.09%	-4.61%
1 Year	9.64%	1.92%
3 Year	-	15.71%
5 Year	-	20.41%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month	7.6%	4.39%
1 Year	8.4%	0.83%
3 Year	-	12.03%
5 Year	-	13.28%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year	31.16%	12.66%
3 Year	-	12.75%
5 Year	-	12.97%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation	-	11.65%
Sharp	-	0.67%
Beta	-	0.83%
Alpha	-	-1.96%

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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	10.94	10.83
Large Cap	53.15	66.64
Small Cap	25.36	10.69
Mid Cap	10.55	11.84

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	SBI Flexicap Fund - REGULAR PLAN -Growth Option
Others	8.32	10.83
Energy	2.8	-
Technology	10.52	-
Consumer Cyclical	13.58	-
Healthcare	8.2	-
Industrials	11.4	-
Financial Services	29.48	-
Basic Materials	4.24	-
Consumer Defensive	2.92	-
Real Estate	2.95	-
Utilities	1.17	-
Communication Services	4.43	-
Petroleum Products	-	6.09
IT - Software	-	2
Construction	-	1.82
Ferrous Metals	-	1.42
Capital Markets	-	0.7
Banks	-	28.21
Pharmaceuticals & Biotechnology	-	1.14
Cement & Cement Products	-	4.46
Consumer Durables	-	2.29
Automobiles	-	9.75
Aerospace & Defense	-	0.41
Auto Components	-	0.69
Fertilizers & Agrochemicals	-	0.89
Chemicals & Petrochemicals	-	0.31
Industrial Products	-	2.22
Finance	-	8.13
Telecom - Services	-	5.1
Gas	-	0.18
Transport Services	-	3.16
Electrical Equipment	-	0.14
Food Products	-	0.43
Personal Products	-	1.22
Retailing	-	0.11
Industrial Manufacturing	-	0.15
Beverages	-	1.29
Power	-	1.92
Textiles & Apparels	-	1.01
Insurance	-	1.8
Leisure Services	-	1.24
Healthcare Services	-	0.89