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)	₹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

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%

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%

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%

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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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	10.94	4.43
Large Cap	53.15	59.44
Small Cap	25.36	22.61
Mid Cap	10.55	13.52

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