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

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

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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

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	-6.3%	-4.15%
6 Month	-1.09%	-3.7%
1 Year	16.55%	13.12%
3 Year	-	12.94%
5 Year	-	16.23%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	-	-
1 Year	16.06%	7.55%
3 Year	-	19.29%
5 Year	-	19.29%

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%

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	-	0.53%
Beta	-	0.97%
Alpha	-	-0.89%

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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

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

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