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)	₹5446 Cr	₹3419 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	-1.79%	-2.66%
6 Month	7.72%	7.88%
1 Year	4.47%	2.02%
3 Year	-	16.42%
5 Year	-	18.15%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	6.42%	5.63%
1 Year	10.26%	11.2%
3 Year	-	17.44%
5 Year	-	15.79%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	27.69%	13.08%
3 Year	-	15.55%
5 Year	-	15.57%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation	-	11.4%
Sharp	-	1.17%
Beta	-	0.79%
Alpha	-	1.48%

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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
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	18.21	6.99
Large Cap	54.83	58.63
Small Cap	20.79	19.61
Mid Cap	6.17	14.77

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	7.51	5.28
Communication Services	5.93	1.41
Energy	3.09	4.39
Financial Services	30.69	35
Technology	9.05	4.9
Basic Materials	4.44	12.75
Healthcare	7.14	4.45
Industrials	10.6	7.7
Real Estate	3.89	2.64
Consumer Cyclical	12.68	10.3
Utilities	0.85	-
Consumer Defensive	4.15	11.18