WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs DSP Flexi Cap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
DSP Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹4229 Cr | ₹11033 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 | 3.15% | 2.67% |
6 Month | -1.4% | -2.85% |
1 Year | 12.32% | 12.34% |
3 Year | - | 16.65% |
5 Year | - | 22.91% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.3% | 2.21% |
1 Year | 0.56% | -0.82% |
3 Year | - | 17.71% |
5 Year | - | 17.19% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 33.05% | 12.25% |
3 Year | - | 14.3% |
5 Year | - | 14.31% |
Risk Management
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | - | 13.45% |
Sharp | - | 0.52% |
Beta | - | 0.99% |
Alpha | - | 1.05% |
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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 |
Funds Managed | 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 | 10.94 | 4.44 |
Large Cap | 53.15 | 58.95 |
Small Cap | 25.36 | 17.32 |
Mid Cap | 10.55 | 19.29 |
Sector Allocation
Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 8.32 | 4.44 |
Energy | 2.8 | 2.32 |
Technology | 10.52 | 9.55 |
Consumer Cyclical | 13.58 | 9.01 |
Healthcare | 8.2 | 9.79 |
Industrials | 11.4 | 7.63 |
Financial Services | 29.48 | 36.68 |
Basic Materials | 4.24 | 8.87 |
Consumer Defensive | 2.92 | 6.69 |
Real Estate | 2.95 | 0.06 |
Utilities | 1.17 | 1.1 |
Communication Services | 4.43 | 3.84 |
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