WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Tata Flexi Cap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Fund | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3596 Cr | ₹2910 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 05 Aug 2022 | 05 Aug 2018 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 69.17% |
| Expense Ratio | 1.86 | 1.94 |
| Manager | Piyush Baranwal | Amey Sathe |
| ISIN Code | INF03VN01506 | INF277K019K2 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 |
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.92% | 5.39% |
| 6 Month | 19.14% | 19.61% |
| 1 Year | 39.68% | 32.87% |
| 3 Year | - | 14.5% |
| 5 Year | - | 19.22% |
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.94% | 13.56% |
| 3 Year | 29.87% | 31.33% |
| 5 Year | 29.87% | 56.93% |
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 24.43% | 18.03% |
| 3 Year | 35% | 43.18% |
| 5 Year | 35% | 62.15% |
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 7.02% | 11.4% |
| Sharp | - | 0.85% |
| Beta | - | 0.86% |
| Alpha | - | -1.47% |
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| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Name | Piyush Baranwal | Amey Sathe |
| Total AUM | ₹5379 Cr | ₹11910 Cr |
| Fund Manage | 9 | 4 |
| WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Large Cap | 49.2 | 46.17 |
| Small Cap | 27.82 | 23.69 |
| Others | 14.79 | 7.91 |
| Mid Cap | 8.16 | 22.23 |
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Financial | 32.29 | 27.21 |
| Consumer Staples | 7.16 | 7.21 |
| Capital Goods | 9.92 | 7.19 |
| Energy | 3.59 | 9.26 |
| Construction | 6.95 | 6.97 |
| Consumer Discretionary | 3.06 | 2.95 |
| Services | 11.49 | 8.25 |
| Others | -1.1 | 4.08 |
| Materials | 2.71 | 4.45 |
| Automobile | 3.15 | 2.92 |
| Technology | 7.17 | 4.96 |
| Metals & Mining | 2.42 | 2.46 |
| Healthcare | 7.22 | 7.01 |
| Communication | 0.96 | 1.54 |
| Chemicals | 1.23 | 1.54 |
| Insurance | 0.94 | 2 |
| Textiles | 0.81 | - |
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