WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Motilal Oswal Flexi Cap Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Invest Now

tortoise-icon Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Invest Now

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 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) ₹4149 Cr ₹12024 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 1.73
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 2.99% 4.69%
6 Month 8.1% 14.08%
1 Year 25.2% 43.08%
3 Year - 23.03%
5 Year - 18.31%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
6 Month - -
1 Year 21.76% 39.68%
3 Year - 34.92%
5 Year - 25.84%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 35.37% 12.77%
3 Year - 12.81%
5 Year - 11.22%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
Standard Deviation 7.02% 12.18%
Sharp - 0.92%
Beta - 0.85%
Alpha - 0.66%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 4.76 2.79
Small Cap 30.27 0.91
Large Cap 51.08 49.67
Mid Cap 13.89 46.6

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others 4.76 2.79
Realty 3.5 -
Petroleum Products 1.95 -
IT - Software 7.73 18.68
Construction 2.86 3.01
Finance 6.91 14.14
Electrical Equipment 4.36 -
Retailing 6.31 14.89
Pharmaceuticals & Biotechnology 4.55 -
Agricultural Food & other Products 0.03 -
Non - Ferrous Metals 0.41 -
Banks 16.06 2.69
Healthcare Services 1.78 1.69
Chemicals & Petrochemicals 1.62 -
Auto Components 1.5 4.66
Cement & Cement Products 1.06 -
Ferrous Metals 1 -
Consumer Durables 2.45 9.56
Leisure Services 0.93 -
Personal Products 1.64 -
Industrial Products 2.32 10.61
Automobiles 2.82 5.9
Insurance 2.28 -
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 2.31
Telecom - Services 2.9 9.04
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 -

Top Comparisons

SBI Magnum Midcap Fund - Regular Plan - Growth SBI Magnum Midcap Fund - Regular Plan - Growth

3Y Returns19.39%

VS

Tata Mid Cap Growth Fund Regular Plan- Growth Option Tata Mid Cap Growth Fund Regular Plan- Growth Option

3Y Returns20.84%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

Compare Now

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option

3Y Returns19.54%

Compare Now

Invesco India Multicap Fund - Growth Option Invesco India Multicap Fund - Growth Option

3Y Returns19.53%

VS

DSP Multicap Fund - Regular (G) DSP Multicap Fund - Regular (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully