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

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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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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)	₹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

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Month	6.67%	6.31%
6 Month	-6%	-6.63%
1 Year	12.53%	10.66%
3 Year	-	13.4%
5 Year	-	22.95%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
6 Month	-4.35%	-3.01%
1 Year	-8.39%	-7.93%
3 Year	-	13.61%
5 Year	-	14.8%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
1 Year	33.05%	17.42%
3 Year	-	16.25%
5 Year	-	16.95%

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	-	0.96%
Alpha	-	-0.36%

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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
Funds Managed	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	10.94	1.22
Large Cap	53.15	70.79
Small Cap	25.36	10.72
Mid Cap	10.55	17.25

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan
Others	8.32	1.22
Energy	2.8	-
Technology	10.52	-
Consumer Cyclical	13.58	-
Healthcare	8.2	-
Industrials	11.4	-
Financial Services	29.48	-
Basic Materials	4.24	-
Consumer Defensive	2.92	-
Real Estate	2.95	-
Utilities	1.17	-
Communication Services	4.43	-
Telecom - Services	-	3.14
Petroleum Products	-	5.4
IT - Software	-	10.03
Pharmaceuticals & Biotechnology	-	5.52
Construction	-	2.34
Finance	-	5.94
Consumer Durables	-	2.43
Banks	-	22.94
Non - Ferrous Metals	-	1.63
Cement & Cement Products	-	2.51
Healthcare Services	-	1.97
Electrical Equipment	-	2.2
Auto Components	-	4.82
Automobiles	-	5.47
Chemicals & Petrochemicals	-	2.51
Personal Products	-	1.18
Insurance	-	4.04
Industrial Products	-	3.32
Agricultural Food & other Products	-	1.68
Retailing	-	2.07
Fertilizers & Agrochemicals	-	0.4
Minerals & Mining	-	0.35
Transport Services	-	0.76
Industrial Manufacturing	-	0.42
Realty	-	0.58
Capital Markets	-	0.54
Ferrous Metals	-	1.17
Beverages	-	3.4