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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) | ₹5446 Cr | ₹22117 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 | -1.71% | -2.39% |
| 6 Month | 9.6% | 4.02% |
| 1 Year | 5.23% | -1.46% |
| 3 Year | 18.72% | 12.02% |
| 5 Year | - | 17.78% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | 4.81% | 2.59% |
| 1 Year | 5.37% | -0.35% |
| 3 Year | 17.28% | 10.07% |
| 5 Year | - | 11.67% |
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 | - | 10.98% |
| Sharp | - | 0.66% |
| Beta | - | 0.83% |
| Alpha | - | -1.9% |
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 | 18.21 | 13.76 |
| Large Cap | 54.83 | 63.44 |
| Small Cap | 20.79 | 11.22 |
| Mid Cap | 6.17 | 11.58 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 7.51 | 7.26 |
| Communication Services | 5.93 | 4.96 |
| Energy | 3.09 | 4.99 |
| Financial Services | 30.69 | 37.15 |
| Technology | 9.05 | 5.51 |
| Basic Materials | 4.44 | 10.92 |
| Healthcare | 7.14 | 2.04 |
| Industrials | 10.6 | 11.11 |
| Real Estate | 3.89 | - |
| Consumer Cyclical | 12.68 | 12.16 |
| Utilities | 0.85 | 1.77 |
| Consumer Defensive | 4.15 | 2.14 |
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