WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs DSP Flexi Cap Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Invest Now

tortoise-icon DSP Flexi Cap Fund - Regular Plan - Growth

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 DSP Flexi Cap Fund - Regular Plan - Growth
Fund WhiteOak Capital Flexi Cap Fund Regular Plan Growth DSP Flexi Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4149 Cr ₹11789 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 02 Aug 2022 07 Jun 2007
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 0.0% 29%
Expense Ratio 1.84 1.74
Manager Piyush Baranwal Rohit Singhania
ISIN Code INF03VN01506 INF740K01037
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 DSP Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth DSP Flexi Cap Fund - Regular Plan - Growth
1 Month 3.84% 1.14%
6 Month 8.31% 4.14%
1 Year 24.24% 19.55%
3 Year - 15.09%
5 Year - 18.67%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth DSP Flexi Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 21.76% 16.03%
3 Year - 22.28%
5 Year - 20.97%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth DSP Flexi Cap Fund - Regular Plan - Growth
1 Year 36.23% 11.87%
3 Year - 14.29%
5 Year - 14.2%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth DSP Flexi Cap Fund - Regular Plan - Growth
Standard Deviation 7.02% 13.45%
Sharp - 0.64%
Beta - 0.99%
Alpha - -0.68%

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 DSP Flexi Cap Fund - Regular Plan - Growth
Name Piyush Baranwal Rohit Singhania
Total AUM ₹5379 Cr ₹46862 Cr
Fund Manage 9 7
WhiteOak Capital Flexi Cap Fund Regular Plan Growth DSP Flexi Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

DSP Flexi Cap Fund - Regular Plan - Growth

Others 4.76 3.48
Small Cap 30.27 20.88
Large Cap 51.08 47.91
Mid Cap 13.89 27.26

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

DSP Flexi Cap Fund - Regular Plan - Growth

Others 4.76 3.48
Realty 3.5 0.05
Petroleum Products 1.95 1.32
IT - Software 7.73 9.62
Construction 2.86 2.34
Finance 6.91 12.48
Electrical Equipment 4.36 2.81
Retailing 6.31 2.05
Pharmaceuticals & Biotechnology 4.55 7.01
Agricultural Food & other Products 0.03 -
Non - Ferrous Metals 0.41 0.8
Banks 16.06 17.71
Healthcare Services 1.78 1.39
Chemicals & Petrochemicals 1.62 3.04
Auto Components 1.5 7
Cement & Cement Products 1.06 1.56
Ferrous Metals 1 -
Consumer Durables 2.45 5.22
Leisure Services 0.93 -
Personal Products 1.64 0.53
Industrial Products 2.32 5.82
Automobiles 2.82 0.54
Insurance 2.28 1.03
Beverages 0.69 1.98
Healthcare Equipment & Supplies 1.41 -
IT - Services 1.18 -
Food Products 1.72 -
Aerospace & Defense 1.11 -
Oil 0.72 1.08
Textiles & Apparels 0.6 1.41
Capital Markets 7.23 2.76
Telecom - Services 2.9 1.93
Financial Technology (Fintech) 0.51 -
Diversified FMCG 0.21 2.27
Transport Services 0.7 -
Household Products 0.77 -
Power 0.69 -
Commercial Services & Supplies 0.47 -
Entertainment 0.26 -
Gas - 1.24
Fertilizers & Agrochemicals - 1.06

Top Comparisons

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns11.41%

VS

Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

3Y Returns12.03%

Compare Now

Mahindra Manulife Multi Cap Fund - Regular Plan - Growth Mahindra Manulife Multi Cap Fund - Regular Plan - Growth

3Y Returns19.48%

VS

SBI Multicap Fund- Regular Plan- Growth Option SBI Multicap Fund- Regular Plan- Growth Option

3Y Returns0%

Compare Now

UTI Small Cap Fund - Regular Plan - Growth Option UTI Small Cap Fund - Regular Plan - Growth Option

3Y Returns20.57%

VS

HSBC Small Cap Fund - Regular Growth HSBC Small Cap Fund - Regular Growth

3Y Returns25.89%

Compare Now

Franklin India Flexi Cap Fund - Growth Franklin India Flexi Cap Fund - Growth

3Y Returns19.25%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns18.81%

Compare Now
Request call back
Add to Cart Successfully