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 Risk | Very High Risk |
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 | -4.07% | -4.09% |
6 Month | -7.32% | -10.02% |
1 Year | 8.56% | 9.32% |
3 Year | - | 13.25% |
5 Year | - | 14.89% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -4.46% | -6.06% |
3 Year | - | 14.78% |
5 Year | - | 16.39% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | DSP Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 34.47% | 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 | - | 0.48% |
Beta | - | 1% |
Alpha | - | -0.8% |
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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 |
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 |
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