WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs HSBC Flexi Cap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
HSBC Flexi Cap Fund - Regular Growth
Chart Comparison
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Fund | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3596 Cr | ₹4806 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 05 Aug 2022 | 24 Feb 2004 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 0.0% | 27% |
| Expense Ratio | 1.86 | 1.95 |
| Manager | Piyush Baranwal | Venugopal Manghat |
| ISIN Code | INF03VN01506 | INF336L01AF5 |
| Exits Load | Exit load of 1%, if redeemed within 1 month./365 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.92% | 2.65% |
| 6 Month | 19.14% | 21.35% |
| 1 Year | 39.68% | 47.97% |
| 3 Year | - | 21.02% |
| 5 Year | - | 22.94% |
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.94% | 20.32% |
| 3 Year | 29.87% | 43.91% |
| 5 Year | 29.87% | 79.07% |
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 24.43% | 23.2% |
| 3 Year | 35% | 58.23% |
| 5 Year | 35% | 87.68% |
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 7.02% | 11.4% |
| Sharp | - | 1.08% |
| Beta | - | 0.95% |
| Alpha | - | 1.39% |
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| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Name | Piyush Baranwal | Venugopal Manghat |
| Total AUM | ₹5379 Cr | ₹41442 Cr |
| Fund Manage | 9 | 7 |
| WhiteOak Capital Flexi Cap Fund Regular Plan Growth | HSBC Flexi Cap Fund - Regular Growth |
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | 14.79 | 2.71 |
| Large Cap | 49.2 | 59.05 |
| Mid Cap | 8.16 | 18.15 |
| Small Cap | 27.82 | 20.09 |
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
HSBC Flexi Cap Fund - Regular Growth |
|---|---|---|
| Others | -1.1 | 1.22 |
| Financial | 32.29 | 21.81 |
| Insurance | 0.94 | 1.08 |
| Services | 11.49 | 6.82 |
| Metals & Mining | 2.42 | 3.45 |
| Technology | 7.17 | 7.44 |
| Energy | 3.59 | 7.73 |
| Materials | 2.71 | 3.71 |
| Construction | 6.95 | 6.3 |
| Capital Goods | 9.92 | 11.13 |
| Healthcare | 7.22 | 5.68 |
| Consumer Staples | 7.16 | 8.51 |
| Chemicals | 1.23 | 1.94 |
| Automobile | 3.15 | 8.04 |
| Consumer Discretionary | 3.06 | 1.17 |
| Communication | 0.96 | 2.75 |
| Textiles | 0.81 | - |
| Diversified | - | 1.22 |
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