WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Tata Flexi Cap Fund compare

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WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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Tata Flexi Cap Fund -Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹6003 Cr	₹3476 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

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	1.92%	0.46%
6 Month	9.02%	6.43%
1 Year	4.86%	4.06%
3 Year	18.29%	15.68%
5 Year	-	16.38%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	4.06%	2.72%
1 Year	15.56%	13.91%
3 Year	18.34%	15.52%
5 Year	-	14.38%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	23.7%	12.92%
3 Year	18.82%	15.49%
5 Year	-	15.78%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	12.49%	11.4%
Sharp	0.92%	0.83%
Beta	0.91%	0.81%
Alpha	2.95%	0.8%

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

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	19.89	4.29
Large Cap	51.19	62.72
Small Cap	21.52	16.6
Mid Cap	7.4	16.39

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	7.3	2.47
Communication Services	5.35	-
Energy	3.12	-
Financial Services	30.74	-
Technology	7.62	-
Basic Materials	4.28	-
Consumer Defensive	2.95	-
Healthcare	7	-
Industrials	9.83	-
Real Estate	5.65	-
Consumer Cyclical	15.78	-
Utilities	0.39	-
Petroleum Products	-	3.92
IT - Software	-	9.47
Retailing	-	6.19
Cement & Cement Products	-	6.96
Personal Products	-	3.09
Construction	-	3.88
Finance	-	8.86
Ferrous Metals	-	2.71
Consumer Durables	-	3.81
Non - Ferrous Metals	-	1.32
Insurance	-	1.24
Banks	-	20.25
Realty	-	2.72
Agricultural, Commercial & Construction Vehicles	-	2.83
Pharmaceuticals & Biotechnology	-	1.93
Telecom - Services	-	1.13
Diversified FMCG	-	2.89
Food Products	-	3.02
Leisure Services	-	1.09
Transport Services	-	0.2
Healthcare Services	-	1.92
Auto Components	-	2.31
Automobiles	-	3.23
Transport Infrastructure	-	1.21
Capital Markets	-	1.35