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

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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

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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 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) ₹3596 Cr ₹11127 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹500
Launch Date 05 Aug 2022 08 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 1.86 1.74
Manager Piyush Baranwal Rakesh Shetty
ISIN Code INF03VN01506 INF247L01478
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1% if redeemed within 15 days/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 -5.62% -4.92%
6 Month 9.05% 15.56%
1 Year 27.8% 45.53%
3 Year - 18.6%
5 Year - 17.09%

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 24.81% 36.26%
3 Year - 31.9%
5 Year - 23.87%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
1 Year 36.23% 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%

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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
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 14.79 14.53
Large Cap 49.2 47.35
Mid Cap 8.16 29
Small Cap 27.82 9.12

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

Others -1.1 2.39
Financial 32.29 20.94
Insurance 0.94 -
Services 11.49 13.42
Metals & Mining 2.42 -
Technology 7.17 12.68
Energy 3.59 -
Materials 2.71 -
Construction 6.95 5.5
Capital Goods 9.92 13.6
Healthcare 7.22 1.6
Consumer Staples 7.16 -
Chemicals 1.23 2.18
Automobile 3.15 10.75
Consumer Discretionary 3.06 6.43
Communication 0.96 10.51
Textiles 0.81 -

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