WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Motilal Oswal Flexi Cap Fund Regular Plan compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Fund | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4229 Cr | ₹11855 Cr |
Min Investment | ₹500 | ₹500 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹500 | ₹500 |
Launch Date | 02 Aug 2022 | 28 Apr 2014 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 500 | NIFTY 500 TRI |
Turn Over | 0.0% | 90% |
Expense Ratio | 1.84 | 1.72 |
Manager | Piyush Baranwal | Rakesh Shetty |
ISIN Code | INF03VN01506 | INF247L01478 |
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 | Motilal Oswal 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 | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Month | 6.67% | 3.8% |
6 Month | -6% | -9.86% |
1 Year | 12.53% | 15.55% |
3 Year | - | 19.46% |
5 Year | - | 21.79% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
6 Month | -0.14% | -3.93% |
1 Year | -0.45% | -4.34% |
3 Year | - | 22.92% |
5 Year | - | 18.99% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
1 Year | 33.05% | 13.33% |
3 Year | - | 13.03% |
5 Year | - | 11.59% |
Risk Management
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Standard Deviation | - | 15.785% |
Sharp | - | 0.761% |
Beta | - | 0.889% |
Alpha | - | 6.046% |
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Fund Managers
Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Name | Piyush Baranwal | Rakesh Shetty |
Total AUM | ₹5379 Cr | ₹33886 Cr |
Funds Managed | 9 | 19 |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
Market Cap
Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 10.94 | 28.33 |
Large Cap | 53.15 | 40.58 |
Small Cap | 25.36 | 3.56 |
Mid Cap | 10.55 | 27.53 |
Sector Allocation
Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option |
---|---|---|
Others | 8.32 | 23.34 |
Energy | 2.8 | - |
Technology | 10.52 | 20.44 |
Consumer Cyclical | 13.58 | 17.23 |
Healthcare | 8.2 | 1.75 |
Industrials | 11.4 | 18.3 |
Financial Services | 29.48 | 9.73 |
Basic Materials | 4.24 | - |
Consumer Defensive | 2.92 | - |
Real Estate | 2.95 | - |
Utilities | 1.17 | - |
Communication Services | 4.43 | 9.21 |
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