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

Link copied to clipboard!

tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Invest Now

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

Invest Now

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) ₹4149 Cr ₹22507 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹500 ₹100
Launch Date 02 Aug 2022 27 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 1.84 1.68
Manager Piyush Baranwal Dhaval Joshi
ISIN Code INF03VN01506 INF209K01AJ8
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 Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./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 2.99% 0.3%
6 Month 8.1% 3.08%
1 Year 25.2% 20.88%
3 Year - 14.82%
5 Year - 17.42%

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 21.76% 12.59%
3 Year - 20.34%
5 Year - 20.07%

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 35.37% 17.29%
3 Year - 16.34%
5 Year - 16.91%

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 - 0.66%
Beta - 0.97%
Alpha - -0.85%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 4.76 0.98
Small Cap 30.27 13.11
Large Cap 51.08 67.65
Mid Cap 13.89 17.83

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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

Others 4.76 0.98
Realty 3.5 0.59
Petroleum Products 1.95 5.03
IT - Software 7.73 10.74
Construction 2.86 2.89
Finance 6.91 4.45
Electrical Equipment 4.36 2.5
Retailing 6.31 1.86
Pharmaceuticals & Biotechnology 4.55 6.63
Agricultural Food & other Products 0.03 1.47
Non - Ferrous Metals 0.41 1.22
Banks 16.06 20.57
Healthcare Services 1.78 2.27
Chemicals & Petrochemicals 1.62 2.23
Auto Components 1.5 4.54
Cement & Cement Products 1.06 2.5
Ferrous Metals 1 0.98
Consumer Durables 2.45 4.27
Leisure Services 0.93 -
Personal Products 1.64 1.11
Industrial Products 2.32 2.85
Automobiles 2.82 5.24
Insurance 2.28 3.99
Beverages 0.69 3.94
Healthcare Equipment & Supplies 1.41 -
IT - Services 1.18 -
Food Products 1.72 -
Aerospace & Defense 1.11 0.51
Oil 0.72 -
Textiles & Apparels 0.6 -
Capital Markets 7.23 0.53
Telecom - Services 2.9 3.25
Financial Technology (Fintech) 0.51 -
Diversified FMCG 0.21 -
Transport Services 0.7 0.57
Household Products 0.77 -
Power 0.69 -
Commercial Services & Supplies 0.47 -
Entertainment 0.26 0.43
Paper, Forest & Jute Products - 0.56
Fertilizers & Agrochemicals - 0.24
Minerals & Mining - 0.37
Industrial Manufacturing - 0.26

Top Comparisons

HDFC Infrastructure Fund - Growth Plan HDFC Infrastructure Fund - Growth Plan

3Y Returns30.22%

VS

Sundaram Infrastructure Advantage Fund Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

3Y Returns22.29%

Compare Now

ITI Banking and Financial Services Fund Regular - Growth ITI Banking and Financial Services Fund Regular - Growth

3Y Returns10.51%

VS

ICICI Prudential Banking and Financial Services Fund -  Growth ICICI Prudential Banking and Financial Services Fund - Growth

3Y Returns14.63%

Compare Now

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns16.78%

VS

SBI Large & MIDCap Fund- Regular Plan -Growth SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns17.95%

Compare Now

PGIM India Equity Savings Fund - Growth Option PGIM India Equity Savings Fund - Growth Option

3Y Returns6.27%

VS

DSP Equity Savings Fund - Regular Plan - Growth DSP Equity Savings Fund - Regular Plan - Growth

3Y Returns9.93%

Compare Now
Request call back
Add to Cart Successfully