- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Aditya Birla Sun Life Flexi Cap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Chart Comparison
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) | ₹4229 Cr | ₹21417 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 | -2.68% | -2.45% |
| 6 Month | -10.64% | -11.57% |
| 1 Year | 7.17% | 5.26% |
| 3 Year | - | 13.09% |
| 5 Year | - | 18.06% |
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 | -9.21% | -8.38% |
| 1 Year | -12.22% | -12.4% |
| 3 Year | - | 12.31% |
| 5 Year | - | 14.62% |
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 | 34.47% | 17.42% |
| 3 Year | - | 16.25% |
| 5 Year | - | 16.95% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | - | 12.55% |
| Sharp | - | 0.44% |
| Beta | - | 0.95% |
| Alpha | - | -0.39% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 10.93618 | 2.96802 |
| Large Cap | 53.14691 | 68.48317 |
| Small Cap | 25.36375 | 10.35996 |
| Mid Cap | 10.5532 | 18.18885 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan |
|---|---|---|
| Others | 8.31769 | 1.3816 |
| Energy | 2.80237 | 5.5394 |
| Technology | 10.5158 | 11.13981 |
| Consumer Cyclical | 13.58328 | 11.36718 |
| Healthcare | 8.20194 | 8.64773 |
| Industrials | 11.40496 | 11.65588 |
| Financial Services | 29.47705 | 30.81655 |
| Basic Materials | 4.23617 | 8.10375 |
| Consumer Defensive | 2.91868 | 7.49516 |
| Real Estate | 2.94878 | 0.60047 |
| Utilities | 1.16552 | 0.07599 |
| Communication Services | 4.4278 | 3.17648 |
Top Comparisons
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns17.51%
HSBC Consumption Fund - Regular (G)
3Y Returns0%
ICICI Prudential Multicap Fund - Growth
3Y Returns18.85%
Nippon India Multi Cap Fund-Growth Plan-Growth Option
3Y Returns22.12%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.61%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.61%
Sundaram Short Duration Fund Regular Growth
3Y Returns6.33%
INVESCO INDIA SHORT DURATION FUND - Growth
3Y Returns5.83%
