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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 | Very High |
| 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 | 5.37% | 5.06% |
| 6 Month | -10.59% | -14.55% |
| 1 Year | 8.56% | 6.44% |
| 3 Year | - | 14.35% |
| 5 Year | - | 26.17% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -4.63% | -5.96% |
| 1 Year | -4.08% | -9.54% |
| 3 Year | - | 16.87% |
| 5 Year | - | 18.36% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 33.05% | 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 |
| Funds Managed | 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 | 10.94 | 4.82 |
| Large Cap | 53.15 | 64.14 |
| Small Cap | 25.36 | 9.1 |
| Mid Cap | 10.55 | 21.94 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.32 | 3.68 |
| Energy | 2.8 | 3.64 |
| Technology | 10.52 | 13.38 |
| Consumer Cyclical | 13.58 | 11.36 |
| Healthcare | 8.2 | 7.13 |
| Industrials | 11.4 | 13.92 |
| Financial Services | 29.48 | 29.79 |
| Basic Materials | 4.24 | 3.32 |
| Consumer Defensive | 2.92 | 5.24 |
| Real Estate | 2.95 | 1.58 |
| Utilities | 1.17 | 3.55 |
| Communication Services | 4.43 | 3.41 |
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