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

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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HSBC Flexi Cap Fund - Regular Growth

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Overview

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)	₹4149 Cr	₹4943 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹500	₹1000
Launch Date	02 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	1.84	1.93
Manager	Piyush Baranwal	Venugopal Manghat
ISIN Code	INF03VN01506	INF336L01AF5
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	HSBC 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	HSBC Flexi Cap Fund - Regular Growth
1 Month	-5.57%	-6.71%
6 Month	-0.72%	-3.21%
1 Year	15.83%	17.6%
3 Year	-	14.17%
5 Year	-	17.95%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	HSBC Flexi Cap Fund - Regular Growth
6 Month	-	-
1 Year	9.53%	6.82%
3 Year	-	22.06%
5 Year	-	21.42%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	HSBC Flexi Cap Fund - Regular Growth
1 Year	35.37%	15.55%
3 Year	-	12.7%
5 Year	-	13.61%

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	4.76	2.69
Small Cap	30.27	23.51
Large Cap	51.08	51.59
Mid Cap	13.89	22.21

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	HSBC Flexi Cap Fund - Regular Growth
Others	4.76	2.69
Realty	3.5	1.31
Petroleum Products	1.95	2.87
IT - Software	7.73	10.94
Construction	2.86	3.08
Finance	6.91	5.78
Electrical Equipment	4.36	4.44
Retailing	6.31	4.36
Pharmaceuticals & Biotechnology	4.55	4.36
Agricultural Food & other Products	0.03	-
Non - Ferrous Metals	0.41	-
Banks	16.06	14.12
Healthcare Services	1.78	1.42
Chemicals & Petrochemicals	1.62	1.4
Auto Components	1.5	2.75
Cement & Cement Products	1.06	2.06
Ferrous Metals	1	1.76
Consumer Durables	2.45	3.04
Leisure Services	0.93	0.93
Personal Products	1.64	1.34
Industrial Products	2.32	2.41
Automobiles	2.82	2.89
Insurance	2.28	0.77
Beverages	0.69	2.25
Healthcare Equipment & Supplies	1.41	-
IT - Services	1.18	-
Food Products	1.72	-
Aerospace & Defense	1.11	2.41
Oil	0.72	0.91
Textiles & Apparels	0.6	0.77
Capital Markets	7.23	3.61
Telecom - Services	2.9	2.65
Financial Technology (Fintech)	0.51	1.28
Diversified FMCG	0.21	2.42
Transport Services	0.7	-
Household Products	0.77	-
Power	0.69	2.47
Commercial Services & Supplies	0.47	-
Entertainment	0.26	-
Gas	-	1.22
Industrial Manufacturing	-	2.23
Fertilizers & Agrochemicals	-	1.42
Transport Infrastructure	-	0.79
Paper, Forest & Jute Products	-	0.85