WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs LIC MF Flexi Cap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
LIC MF Flexi Cap Fund-Growth
LIC MF Flexi Cap Fund-Regular Plan-Growth
Chart Comparison
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) | ₹4229 Cr | ₹992 Cr | ₹992 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 02 Aug 2022 | 13 Jan 1993 | 13 Jan 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 | 1.84 | 2.25 | 2.25 |
Manager | Piyush Baranwal | Jaiprakash Toshniwal | Jaiprakash Toshniwal |
ISIN Code | INF03VN01506 | INF767K01071 | INF767K01071 |
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 | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./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 | 6.67% | 7.89% | 7.89% |
6 Month | -6% | -14.14% | -14.14% |
1 Year | 12.53% | 2.66% | 2.66% |
3 Year | - | 10.89% | 10.89% |
5 Year | - | 16.77% | 16.77% |
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 | -0.14% | -4.69% | -4.69% |
1 Year | -0.45% | -14.91% | -14.91% |
3 Year | - | 10.03% | 10.03% |
5 Year | - | 11.76% | 11.76% |
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 | 33.05% | 10.8% | 10.8% |
3 Year | - | 9.48% | 9.48% |
5 Year | - | 9.99% | 9.99% |
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 | - | 11.99% | 11.99% |
Sharp | - | 0.26% | 0.26% |
Beta | - | 0.96% | 0.96% |
Alpha | - | -2.86% | -2.86% |
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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 |
Funds Managed | 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 | 10.94 | 7.76 | 7.76 |
Large Cap | 53.15 | 31.83 | 31.83 |
Small Cap | 25.36 | 47.88 | 47.88 |
Mid Cap | 10.55 | 12.53 | 12.53 |
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 | 8.32 | 5.31 | 5.31 |
Energy | 2.8 | 0 | 0 |
Technology | 10.52 | 5.94 | 5.94 |
Consumer Cyclical | 13.58 | 16.26 | 16.26 |
Healthcare | 8.2 | 6.83 | 6.83 |
Industrials | 11.4 | 16.4 | 16.4 |
Financial Services | 29.48 | 20.63 | 20.63 |
Basic Materials | 4.24 | 9.9 | 9.9 |
Consumer Defensive | 2.92 | 9.18 | 9.18 |
Real Estate | 2.95 | 2.21 | 2.21 |
Utilities | 1.17 | 5.21 | 5.21 |
Communication Services | 4.43 | 2.13 | 2.13 |
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