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
| 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 | -6.88% | -3.72% |
| 6 Month | -3.55% | -3.29% |
| 1 Year | 14.4% | 17.71% |
| 3 Year | - | 21.33% |
| 5 Year | - | 21.77% |
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.43% | 3.48% |
| 3 Year | - | 22.68% |
| 5 Year | - | 25.41% |
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HDFC Flexi Cap Fund - Growth Plan |
|---|---|---|
| 1 Year | 35.37% | 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 |
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