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

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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tortoise-icon HDFC Flexi Cap Fund - Growth Plan

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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 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) ₹3596 Cr ₹59103 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 05 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 1.86 1.46
Manager Piyush Baranwal Dhruv Muchhal
ISIN Code INF03VN01506 INF179K01608
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 HDFC Flexi Cap Fund - Growth Plan
1 Month 2.92% 0.96%
6 Month 19.14% 18.37%
1 Year 39.68% 43.72%
3 Year - 27.67%
5 Year - 24.69%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth HDFC Flexi Cap Fund - Growth Plan
6 Month - -
1 Year 14.94% 19.39%
3 Year 29.87% 51.25%
5 Year 29.87% 100.41%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth HDFC Flexi Cap Fund - Growth Plan
1 Year 24.43% 26.55%
3 Year 35% 74.39%
5 Year 35% 107.42%

Risk Management

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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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 14.79 12.96
Large Cap 49.2 75.31
Mid Cap 8.16 3.33
Small Cap 27.82 8.4

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

HDFC Flexi Cap Fund - Growth Plan

Others -1.1 9.63
Financial 32.29 -
Insurance 0.94 4.04
Services 11.49 -
Metals & Mining 2.42 -
Technology 7.17 -
Energy 3.59 -
Materials 2.71 -
Construction 6.95 1.81
Capital Goods 9.92 -
Healthcare 7.22 -
Consumer Staples 7.16 -
Chemicals 1.23 -
Automobile 3.15 -
Consumer Discretionary 3.06 -
Communication 0.96 -
Textiles 0.81 -
Telecom - Services - 4.52
Petroleum Products - 0.26
IT - Software - 9.97
Banks - 35.17
Realty - 5.23
Pharmaceuticals & Biotechnology - 8.83
Automobiles - 4.92
Aerospace & Defense - 2.37
Ferrous Metals - 0.18
Healthcare Services - 3.98
IT - Services - 0.43
Transport Services - 0.19
Oil - 0.39
Entertainment - 0.34
Consumer Durables - 1.15
Auto Components - 2.6
Power - 1.88
Leisure Services - 1.06
Beverages - 1.05

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