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

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)	₹4149 Cr	₹64929 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	1.43
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

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	HDFC Flexi Cap Fund - Growth Plan
1 Month	3.84%	0.56%
6 Month	8.31%	4.92%
1 Year	24.24%	24.13%
3 Year	-	24.33%
5 Year	-	22.46%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	HDFC Flexi Cap Fund - Growth Plan
6 Month	-	-
1 Year	21.76%	16.07%
3 Year	-	26.56%
5 Year	-	27.68%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	HDFC Flexi Cap Fund - Growth Plan
1 Year	36.23%	18.58%
3 Year	-	18.66%
5 Year	-	18.53%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	HDFC Flexi Cap Fund - Growth Plan
Standard Deviation	7.02%	12.12%
Sharp	-	1.51%
Beta	-	0.86%
Alpha	-	7.25%

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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

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	HDFC Flexi Cap Fund - Growth Plan
Others	4.76	9.01
Small Cap	30.27	13.2
Large Cap	51.08	74.7
Mid Cap	13.89	3.09

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	HDFC Flexi Cap Fund - Growth Plan
Others	4.76	9.01
Realty	3.5	4.35
Petroleum Products	1.95	0.21
IT - Software	7.73	7.99
Construction	2.86	1.44
Finance	6.91	-
Electrical Equipment	4.36	-
Retailing	6.31	-
Pharmaceuticals & Biotechnology	4.55	8.97
Agricultural Food & other Products	0.03	-
Non - Ferrous Metals	0.41	-
Banks	16.06	35.11
Healthcare Services	1.78	3.34
Chemicals & Petrochemicals	1.62	-
Auto Components	1.5	2.5
Cement & Cement Products	1.06	1.27
Ferrous Metals	1	1.27
Consumer Durables	2.45	1.11
Leisure Services	0.93	1.46
Personal Products	1.64	-
Industrial Products	2.32	-
Automobiles	2.82	8.29
Insurance	2.28	4.37
Beverages	0.69	1.09
Healthcare Equipment & Supplies	1.41	-
IT - Services	1.18	0.39
Food Products	1.72	-
Aerospace & Defense	1.11	1.23
Oil	0.72	-
Textiles & Apparels	0.6	-
Capital Markets	7.23	-
Telecom - Services	2.9	4.18
Financial Technology (Fintech)	0.51	-
Diversified FMCG	0.21	0.36
Transport Services	0.7	0.1
Household Products	0.77	-
Power	0.69	1.24
Commercial Services & Supplies	0.47	-
Entertainment	0.26	0.26
Agricultural, Commercial & Construction Vehicles	-	0.46