WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Edelweiss Flexi Cap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
Chart Comparison
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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