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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) | ₹6865 Cr | ₹3670 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 | -2.48% | -0.74% |
| 6 Month | 0.54% | -0.47% |
| 1 Year | 3.7% | 9.58% |
| 3 Year | 19.01% | 16.43% |
| 5 Year | - | 14.13% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.73% | 1.79% |
| 1 Year | 12.39% | 11.26% |
| 3 Year | 16.08% | 14.17% |
| 5 Year | - | 13.83% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 23.7% | 12.36% |
| 3 Year | 18.82% | 15.61% |
| 5 Year | - | 15.89% |
Risk Management
| 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% | 0.86% |
| Beta | 0.92% | 0.82% |
| Alpha | 3.58% | 1.56% |
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 | 18.06 | 8.06 |
| Large Cap | 51.64 | 65.81 |
| Small Cap | 22.6 | 11.99 |
| Mid Cap | 7.7 | 14.14 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 4.91 | 6.96 |
| Communication Services | 5.31 | 1.68 |
| Energy | 3.24 | 5.27 |
| Financial Services | 31.78 | 27.07 |
| Technology | 8.45 | 11.52 |
| Basic Materials | 5.35 | 11.95 |
| Consumer Defensive | 2.61 | 8.67 |
| Healthcare | 7.26 | 5.13 |
| Industrials | 10 | 6.2 |
| Real Estate | 5.62 | 2.68 |
| Consumer Cyclical | 15.14 | 10.91 |
| Utilities | 0.33 | 1.97 |
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