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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Month | -2.21% | -0.48% |
| 6 Month | 3.43% | 4.65% |
| 1 Year | 1.63% | 1.69% |
| 3 Year | 18.54% | 13.03% |
| 5 Year | - | 14.25% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | 2.08% | 2.18% |
| 1 Year | 15.09% | 12.28% |
| 3 Year | 16.94% | 11.29% |
| 5 Year | - | 11.65% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 23.7% | 12.07% |
| 3 Year | 18.82% | 12.87% |
| 5 Year | - | 13.27% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | 12.49% | 10.98% |
| Sharp | 0.92% | 0.66% |
| Beta | 0.92% | 0.83% |
| Alpha | 3.58% | -0.96% |
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 | 18.06 | 12.67 |
| Large Cap | 51.64 | 63.46 |
| Small Cap | 22.6 | 10.63 |
| Mid Cap | 7.7 | 13.25 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 4.91 | 4.89 |
| Communication Services | 5.31 | 5.5 |
| Energy | 3.24 | 4.3 |
| Financial Services | 31.78 | 35.3 |
| Technology | 8.45 | 9.54 |
| Basic Materials | 5.35 | 12.5 |
| Consumer Defensive | 2.61 | 0.93 |
| Healthcare | 7.26 | 1.91 |
| Industrials | 10 | 12.52 |
| Real Estate | 5.62 | - |
| Consumer Cyclical | 15.14 | 12.62 |
| Utilities | 0.33 | - |
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