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
Overview
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) | ₹4229 Cr | ₹2886 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 02 Aug 2022 | 06 Sep 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 | 1.84 | 1.94 |
Manager | Piyush Baranwal | Amey Sathe |
ISIN Code | INF03VN01506 | INF277K019K2 |
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 | Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Month | 7.86% | 6.43% |
6 Month | 2.35% | 4.21% |
1 Year | 14.76% | 13.79% |
3 Year | - | 18.26% |
5 Year | - | 20.4% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
6 Month | 0.62% | 2.71% |
1 Year | -1.06% | 1.1% |
3 Year | - | 14.95% |
5 Year | - | 14.42% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
1 Year | 33.05% | 14.24% |
3 Year | - | 15.51% |
5 Year | - | 15.14% |
Risk Management
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | - | 11.4% |
Sharp | - | 0.68% |
Beta | - | 0.8% |
Alpha | - | 0.81% |
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Fund Managers
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 |
Funds Managed | 9 | 4 |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
Market Cap
Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 10.94 | 4.43 |
Large Cap | 53.15 | 59.44 |
Small Cap | 25.36 | 22.61 |
Mid Cap | 10.55 | 13.52 |
Sector Allocation
Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
---|---|---|
Others | 8.32 | 2.95 |
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 | - | 4.19 |
Cement & Cement Products | - | 6.95 |
Personal Products | - | 3.14 |
Construction | - | 4.2 |
Finance | - | 10.08 |
Ferrous Metals | - | 2.46 |
Consumer Durables | - | 3.64 |
Non - Ferrous Metals | - | 0.69 |
Insurance | - | 2.55 |
Pharmaceuticals & Biotechnology | - | 5.04 |
Banks | - | 23.32 |
Realty | - | 2.13 |
Agricultural, Commercial & Construction Vehicles | - | 1.53 |
Industrial Manufacturing | - | 0.71 |
Telecom - Services | - | 1.29 |
Diversified FMCG | - | 2.49 |
Retailing | - | 4.7 |
Food Products | - | 1.85 |
Leisure Services | - | 1.3 |
Transport Services | - | 0.36 |
Auto Components | - | 2.22 |
Healthcare Services | - | 2.01 |
IT - Software | - | 4.1 |
Automobiles | - | 3.11 |
Transport Infrastructure | - | 1.2 |
Capital Markets | - | 1.79 |
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