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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) | ₹5744 Cr | ₹3394 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 | 1.94% | 3.51% |
| 6 Month | 16.32% | 16.79% |
| 1 Year | 1.85% | 0.97% |
| 3 Year | 18.3% | 14.6% |
| 5 Year | - | 17.11% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.31% | 3.96% |
| 1 Year | 12.5% | 14.67% |
| 3 Year | 18.61% | 16.67% |
| 5 Year | - | 15% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 12.50% | 11.4% |
| Sharp | 0.88% | 0.75% |
| Beta | 0.89% | 0.8% |
| Alpha | 3.94% | 1.17% |
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 | 19.84 | 6.12 |
| Large Cap | 52.22 | 59.56 |
| Small Cap | 21.97 | 19.33 |
| Mid Cap | 5.97 | 14.99 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 7.21 | 4.36 |
| Communication Services | 5.63 | 1.22 |
| Energy | 3.14 | 4.1 |
| Financial Services | 30.8 | 32.59 |
| Technology | 8.6 | 7.7 |
| Basic Materials | 4.6 | 13.44 |
| Healthcare | 7.27 | 4.39 |
| Industrials | 10.81 | 7.9 |
| Real Estate | 4.61 | 2.72 |
| Consumer Cyclical | 12.49 | 9.85 |
| Utilities | 0.82 | - |
| Consumer Defensive | 4.02 | 11.73 |
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