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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) | ₹4229 Cr | ₹21593 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 | 6.7% | 5.44% |
| 6 Month | 3.79% | 1.75% |
| 1 Year | 14.55% | 6.97% |
| 3 Year | - | 15.51% |
| 5 Year | - | 22.44% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | 5.68% | 3.61% |
| 1 Year | 8.17% | 1.49% |
| 3 Year | - | 13.3% |
| 5 Year | - | 14.24% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 33.05% | 13.06% |
| 3 Year | - | 12.84% |
| 5 Year | - | 12.81% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | - | 10.98% |
| Sharp | - | 0.49% |
| Beta | - | 0.83% |
| Alpha | - | -1.85% |
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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 | 10.94 | 13.21 |
| Large Cap | 53.15 | 62.63 |
| Small Cap | 25.36 | 12.05 |
| Mid Cap | 10.55 | 12.11 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 8.32 | 13.21 |
| 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 | - | 4.74 |
| IT - Software | - | 5.22 |
| Construction | - | 1.94 |
| Ferrous Metals | - | 1.51 |
| Capital Markets | - | 0.67 |
| Banks | - | 24.26 |
| Pharmaceuticals & Biotechnology | - | 1.3 |
| Cement & Cement Products | - | 3.96 |
| Consumer Durables | - | 2.28 |
| Automobiles | - | 9.39 |
| Auto Components | - | 0.74 |
| Fertilizers & Agrochemicals | - | 0.68 |
| Chemicals & Petrochemicals | - | 0.33 |
| Industrial Products | - | 2.54 |
| Finance | - | 8.84 |
| Telecom - Services | - | 4.73 |
| Gas | - | 0.18 |
| Transport Services | - | 3.38 |
| Electrical Equipment | - | 0.17 |
| Food Products | - | 0.4 |
| Personal Products | - | 1.16 |
| Retailing | - | 0.12 |
| Industrial Manufacturing | - | 0.15 |
| Beverages | - | 1.23 |
| Power | - | 1.99 |
| Textiles & Apparels | - | 1.03 |
| Insurance | - | 1.77 |
| Leisure Services | - | 1.18 |
| Healthcare Services | - | 0.9 |
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