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

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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

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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 Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Fund WhiteOak Capital Flexi Cap Fund Regular Plan Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹4229 Cr ₹2376 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 02 Aug 2022 03 Feb 2015
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 0.0% 49%
Expense Ratio 1.84 1.96
Manager Piyush Baranwal Trideep Bhattacharya
ISIN Code INF03VN01506 INF843K01KN5
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 Edelweiss Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Month -4.07% -4.15%
6 Month -7.32% -11.25%
1 Year 8.56% 8.59%
3 Year - 14.95%
5 Year - 16.91%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year -4.37% -8.67%
3 Year - 15.73%
5 Year - 17.99%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
1 Year 34.47% 14.04%
3 Year - 14.98%
5 Year - 14.22%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Standard Deviation - 14.087%
Sharp - 0.669%
Beta - 0.982%
Alpha - 1.49%

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Fund Managers

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Name Piyush Baranwal Trideep Bhattacharya
Total AUM ₹5379 Cr ₹0 Cr
Fund Manage 9 9
WhiteOak Capital Flexi Cap Fund Regular Plan Growth Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 4.76 4.52
Small Cap 30.27 6.52
Large Cap 51.08 67.48
Mid Cap 13.89 21.48

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

Others 4.76 0.62
Realty 3.5 -
Petroleum Products 1.95 -
IT - Software 7.73 -
Construction 2.86 7.1
Finance 6.91 -
Electrical Equipment 4.36 -
Retailing 6.31 -
Pharmaceuticals & Biotechnology 4.55 -
Agricultural Food & other Products 0.03 -
Non - Ferrous Metals 0.41 -
Banks 16.06 -
Healthcare Services 1.78 -
Chemicals & Petrochemicals 1.62 -
Auto Components 1.5 -
Cement & Cement Products 1.06 -
Ferrous Metals 1 -
Consumer Durables 2.45 -
Leisure Services 0.93 -
Personal Products 1.64 -
Industrial Products 2.32 -
Automobiles 2.82 -
Insurance 2.28 -
Beverages 0.69 -
Healthcare Equipment & Supplies 1.41 -
IT - Services 1.18 -
Food Products 1.72 -
Aerospace & Defense 1.11 -
Oil 0.72 -
Textiles & Apparels 0.6 -
Capital Markets 7.23 -
Telecom - Services 2.9 -
Financial Technology (Fintech) 0.51 -
Diversified FMCG 0.21 -
Transport Services 0.7 -
Household Products 0.77 -
Power 0.69 -
Commercial Services & Supplies 0.47 -
Entertainment 0.26 -
Energy - 6.26
Technology - 7.45
Consumer Staples - 4.55
Financial - 24.63
Metals & Mining - 4.86
Healthcare - 3.63
Automobile - 9.65
Capital Goods - 15
Communication - 3.13
Materials - 5.42
Consumer Discretionary - 2.16
Services - 5.24
Chemicals - 0.3

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