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WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs HDFC Flexi Cap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
HDFC Flexi Cap Fund - Growth Plan
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Fund | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4229 Cr | ₹65967 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 02 Aug 2022 | 01 Jan 1995 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 42.17% |
| Expense Ratio | 1.84 | 1.42 |
| Manager | Piyush Baranwal | Dhruv Muchhal |
| ISIN Code | INF03VN01506 | INF179K01608 |
| 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 | HDFC Flexi Cap Fund - 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 | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Month | -2.68% | -2.1% |
| 6 Month | -10.64% | -7.3% |
| 1 Year | 7.17% | 8.77% |
| 3 Year | - | 21.91% |
| 5 Year | - | 25.98% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | -9.21% | -5.81% |
| 1 Year | -12.22% | -5.65% |
| 3 Year | - | 18.99% |
| 5 Year | - | 23.04% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 34.47% | 18.75% |
| 3 Year | - | 18.86% |
| 5 Year | - | 18.67% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Standard Deviation | - | 12.345% |
| Sharp | - | 1.134% |
| Beta | - | 0.834% |
| Alpha | - | 8.405% |
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Fund Managers
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Name | Piyush Baranwal | Dhruv Muchhal |
| Total AUM | ₹5379 Cr | ₹520687 Cr |
| Fund Manage | 9 | 40 |
| WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
Market Cap
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Others | 10.93618 | 12.43721 |
| Large Cap | 53.14691 | 72.88592 |
| Small Cap | 25.36375 | 10.30615 |
| Mid Cap | 10.5532 | 4.37076 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| Others | 8.31769 | 10.0988 |
| Energy | 2.80237 | 0.19178 |
| Technology | 10.5158 | 5.99228 |
| Consumer Cyclical | 13.58328 | 15.4281 |
| Healthcare | 8.20194 | 10.32788 |
| Industrials | 11.40496 | 4.8703 |
| Financial Services | 29.47705 | 38.64022 |
| Basic Materials | 4.23617 | 4.67233 |
| Consumer Defensive | 2.91868 | 1.33141 |
| Real Estate | 2.94878 | 2.96928 |
| Utilities | 1.16552 | 1.14319 |
| Communication Services | 4.4278 | 4.33447 |
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