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 | -5.23% | -9.51% | -9.51% |
6 Month | -11.03% | -20.35% | -20.35% |
1 Year | 5.98% | -2.92% | -2.92% |
3 Year | - | 9.7% | 9.7% |
5 Year | - | 14.24% | 14.24% |
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 | -9.21% | -14.49% | -14.49% |
1 Year | -12.22% | -26.51% | -26.51% |
3 Year | - | 6.01% | 6.01% |
5 Year | - | 9.64% | 9.64% |
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 | 34.47% | 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 | - | 0.25% | 0.25% |
Beta | - | 0.96% | 0.96% |
Alpha | - | -2.78% | -2.78% |
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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 | 10.93618 | 7.75851 | 7.75851 |
Large Cap | 53.14691 | 31.83484 | 31.83484 |
Small Cap | 25.36375 | 47.88118 | 47.88118 |
Mid Cap | 10.5532 | 12.52549 | 12.52549 |
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 | 8.31769 | 5.3086 | 5.3086 |
Energy | 2.80237 | 0 | 0 |
Technology | 10.5158 | 5.94146 | 5.94146 |
Consumer Cyclical | 13.58328 | 16.25971 | 16.25971 |
Healthcare | 8.20194 | 6.83066 | 6.83066 |
Industrials | 11.40496 | 16.40466 | 16.40466 |
Financial Services | 29.47705 | 20.62705 | 20.62705 |
Basic Materials | 4.23617 | 9.8982 | 9.8982 |
Consumer Defensive | 2.91868 | 9.18061 | 9.18061 |
Real Estate | 2.94878 | 2.20615 | 2.20615 |
Utilities | 1.16552 | 5.2115 | 5.2115 |
Communication Services | 4.4278 | 2.13142 | 2.13142 |
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