WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Franklin India Flexi Cap Fund compare

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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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 Franklin India Flexi Cap Fund - Growth
Fund WhiteOak Capital Flexi Cap Fund Regular Plan Growth Franklin India Flexi Cap Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3596 Cr ₹16677 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 05 Aug 2022 29 Sep 1994
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 0.0% 18.1%
Expense Ratio 1.86 1.72
Manager Piyush Baranwal R Janakiraman
ISIN Code INF03VN01506 INF090I01239
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Franklin India Flexi Cap Fund - Growth
1 Month 2.92% 1.72%
6 Month 19.14% 19.55%
1 Year 39.68% 44.86%
3 Year - 23.27%
5 Year - 25%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Franklin India Flexi Cap Fund - Growth
6 Month - -
1 Year 14.94% 17.7%
3 Year 29.87% 43.7%
5 Year 29.87% 88.11%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Franklin India Flexi Cap Fund - Growth
1 Year 36.38% 16.17%
3 Year - 19.02%
5 Year - 18.86%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Franklin India Flexi Cap Fund - Growth
Standard Deviation 7.02% 12.16%
Sharp - 1.26%
Beta - 0.91%
Alpha - 3.61%

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Fund Managers

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Franklin India Flexi Cap Fund - Growth
Name Piyush Baranwal R Janakiraman
Total AUM ₹5379 Cr ₹50034 Cr
Fund Manage 9 8
WhiteOak Capital Flexi Cap Fund Regular Plan Growth Franklin India Flexi Cap Fund - Growth

Market Cap

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Franklin India Flexi Cap Fund - Growth

Others 14.79 5.71
Large Cap 49.2 72.91
Mid Cap 8.16 15
Small Cap 27.82 6.41

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Franklin India Flexi Cap Fund - Growth

Others -1.1 4.63
Financial 32.29 26.15
Insurance 0.94 1.09
Services 11.49 6.13
Metals & Mining 2.42 -
Technology 7.17 8.64
Energy 3.59 9.62
Materials 2.71 5.15
Construction 6.95 6.24
Capital Goods 9.92 7.54
Healthcare 7.22 3.69
Consumer Staples 7.16 6.63
Chemicals 1.23 -
Automobile 3.15 4.53
Consumer Discretionary 3.06 3.2
Communication 0.96 5.32
Textiles 0.81 1.47

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