WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Aditya Birla Sun Life Flexi Cap Fund compare

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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tortoise-icon Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

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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 Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Fund WhiteOak Capital Flexi Cap Fund Regular Plan Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3596 Cr ₹21899 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹500 ₹100
Launch Date 05 Aug 2022 14 Aug 1998
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 0.0% 20%
Expense Ratio 1.86 1.68
Manager Piyush Baranwal Dhaval Joshi
ISIN Code INF03VN01506 INF209K01AJ8
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month 2.92% 7.1%
6 Month 19.14% 24.05%
1 Year 39.68% 36.75%
3 Year - 15.94%
5 Year - 21.09%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month - -
1 Year 14.94% 15.35%
3 Year 29.87% 34.1%
5 Year 29.87% 66.01%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year 24.43% 21.14%
3 Year 35% 49.92%
5 Year 35% 72.67%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Standard Deviation 7.02% 12.55%
Sharp - 0.74%
Beta - 0.98%
Alpha - -1.63%

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Fund Managers

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Name Piyush Baranwal Dhaval Joshi
Total AUM ₹5379 Cr ₹361932 Cr
Fund Manage 9 55
WhiteOak Capital Flexi Cap Fund Regular Plan Growth Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Market Cap

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Others 14.79 3.81
Large Cap 49.2 74.07
Mid Cap 8.16 13.14
Small Cap 27.82 8.98

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

Others -1.1 1.56
Financial 32.29 27.49
Insurance 0.94 2.8
Services 11.49 2.72
Metals & Mining 2.42 4.07
Technology 7.17 10.34
Energy 3.59 4.06
Materials 2.71 1.29
Construction 6.95 3.07
Capital Goods 9.92 6.1
Healthcare 7.22 10.07
Consumer Staples 7.16 7.81
Chemicals 1.23 1.19
Automobile 3.15 7.27
Consumer Discretionary 3.06 3.45
Communication 0.96 4.78
Textiles 0.81 -
Diversified - 0.91
Unclassified - 1.02

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