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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) ₹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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