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

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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tortoise-icon HSBC Flexi Cap Fund - Regular Growth

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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 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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth HSBC Flexi Cap Fund - Regular Growth
1 Month 3.84% 3.76%
6 Month 8.31% 5.98%
1 Year 24.24% 30.11%
3 Year - 18.18%
5 Year - 20.19%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth HSBC Flexi Cap Fund - Regular Growth
6 Month - -
1 Year 21.76% 22.26%
3 Year - 26.78%
5 Year - 24.3%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth HSBC Flexi Cap Fund - Regular Growth
1 Year 36.23% 15.55%
3 Year - 12.7%
5 Year - 13.61%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

HSBC Flexi Cap Fund - Regular Growth

Others 4.76 2.71
Small Cap 30.27 20.09
Large Cap 51.08 59.05
Mid Cap 13.89 18.15

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

HSBC Flexi Cap Fund - Regular Growth

Others 4.76 1.22
Realty 3.5 -
Petroleum Products 1.95 -
IT - Software 7.73 -
Construction 2.86 6.3
Finance 6.91 -
Electrical Equipment 4.36 -
Retailing 6.31 -
Pharmaceuticals & Biotechnology 4.55 -
Agricultural Food & other Products 0.03 -
Non - Ferrous Metals 0.41 -
Banks 16.06 -
Healthcare Services 1.78 -
Chemicals & Petrochemicals 1.62 -
Auto Components 1.5 -
Cement & Cement Products 1.06 -
Ferrous Metals 1 -
Consumer Durables 2.45 -
Leisure Services 0.93 -
Personal Products 1.64 -
Industrial Products 2.32 -
Automobiles 2.82 -
Insurance 2.28 1.08
Beverages 0.69 -
Healthcare Equipment & Supplies 1.41 -
IT - Services 1.18 -
Food Products 1.72 -
Aerospace & Defense 1.11 -
Oil 0.72 -
Textiles & Apparels 0.6 -
Capital Markets 7.23 -
Telecom - Services 2.9 -
Financial Technology (Fintech) 0.51 -
Diversified FMCG 0.21 -
Transport Services 0.7 -
Household Products 0.77 -
Power 0.69 -
Commercial Services & Supplies 0.47 -
Entertainment 0.26 -
Energy - 7.73
Capital Goods - 11.13
Technology - 7.44
Materials - 3.71
Healthcare - 5.68
Services - 6.82
Consumer Staples - 8.51
Financial - 21.81
Automobile - 8.04
Metals & Mining - 3.45
Consumer Discretionary - 1.17
Diversified - 1.22
Communication - 2.75
Chemicals - 1.94

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