WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs LIC MF Flexi Cap Fund compare

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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tortoise-icon LIC MF Flexi Cap Fund-Growth

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tortoise-icon LIC MF Flexi Cap Fund-Regular Plan-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 LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth
Fund WhiteOak Capital Flexi Cap Fund Regular Plan Growth LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹3596 Cr ₹1076 Cr ₹1076 Cr
Min Investment ₹500 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000 ₹1000
Min Addl Investment ₹500 ₹500 ₹500
Launch Date 05 Aug 2022 15 Apr 1993 15 Apr 1993
Category Flexi Cap Flexi Cap Flexi Cap
Fund Type Open Ended Open-ended Open-Ended
Benchmark BSE 500 NIFTY 500 TRI NIFTY 500 TRI
Turn Over 0.0% % 109%
Expense Ratio 1.86 2.27 2.27
Manager Piyush Baranwal Jaiprakash Toshniwal Jaiprakash Toshniwal
ISIN Code INF03VN01506 INF767K01071 INF767K01071
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth
1 Month 2.92% -0.81% -0.81%
6 Month 19.14% 21.15% 21.15%
1 Year 39.68% 34.44% 34.44%
3 Year - 14.57% 14.57%
5 Year - 18.55% 18.55%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth
6 Month - - -
1 Year 14.94% 15.89% 15.89%
3 Year 29.87% 35.4% 35.4%
5 Year 29.87% 58.69% 58.69%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth
1 Year 24.43% 17.5% 17.5%
3 Year 35% 44.81% 44.81%
5 Year 35% 65.84% 65.84%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth
Standard Deviation 7.02% 11.99% 11.99%
Sharp - 0.81% 0.81%
Beta - 0.87% 0.87%
Alpha - 0.22% 0.22%

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Fund Managers

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth
Name Piyush Baranwal Jaiprakash Toshniwal Jaiprakash Toshniwal
Total AUM ₹5379 Cr ₹2153 Cr ₹2153 Cr
Fund Manage 9 3 3
WhiteOak Capital Flexi Cap Fund Regular Plan Growth LIC MF Flexi Cap Fund-Growth LIC MF Flexi Cap Fund-Regular Plan-Growth

Market Cap

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

LIC MF Flexi Cap Fund-Growth

LIC MF Flexi Cap Fund-Regular Plan-Growth

Others 14.79 2.76 2.76
Large Cap 49.2 43.15 43.15
Mid Cap 8.16 21.52 21.52
Small Cap 27.82 32.56 32.56

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

LIC MF Flexi Cap Fund-Growth

LIC MF Flexi Cap Fund-Regular Plan-Growth

Others -1.1 1.38 1.38
Financial 32.29 36.7 36.7
Insurance 0.94 - -
Services 11.49 5.4 5.4
Metals & Mining 2.42 2.88 2.88
Technology 7.17 7.99 7.99
Energy 3.59 0.82 0.82
Materials 2.71 3.81 3.81
Construction 6.95 0.39 0.39
Capital Goods 9.92 5.02 5.02
Healthcare 7.22 6.12 6.12
Consumer Staples 7.16 13.38 13.38
Chemicals 1.23 4.17 4.17
Automobile 3.15 5.35 5.35
Consumer Discretionary 3.06 - -
Communication 0.96 - -
Textiles 0.81 3.19 3.19
Diversified - 3.39 3.39

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