WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Parag Parikh Flexi Cap Fund Regular compare

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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tortoise-icon Parag Parikh Flexi Cap Fund Regular-Growth

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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 Parag Parikh Flexi Cap Fund Regular-Growth
Fund WhiteOak Capital Flexi Cap Fund Regular Plan Growth Parag Parikh Flexi Cap Fund Regular-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3596 Cr ₹71700 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 05 Aug 2022 05 May 2013
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open-ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 0.0% %
Expense Ratio 1.86 1.32
Manager Piyush Baranwal Rajeev Thakkar
ISIN Code INF03VN01506 INF879O01019
Exits Load Exit load of 1%, if redeemed within 1 month./365 For units above 10% of the investment, exit load of 2% if redeemed within 365 days and 1% if redeemed after 365 days but on or before 730 days., For units in excess of 10% of the investment,1% will be charged for redemption between 366 - 730 days/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Parag Parikh Flexi Cap Fund Regular-Growth
1 Month -5.19% -2.45%
6 Month 9.54% 9.15%
1 Year 28.38% 28.7%
3 Year - 15.19%
5 Year - 24.32%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Parag Parikh Flexi Cap Fund Regular-Growth
6 Month - -
1 Year 24.81% 24.49%
3 Year - 25.34%
5 Year - 25.21%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Parag Parikh Flexi Cap Fund Regular-Growth
1 Year 36.23% 18.07%
3 Year - 18.38%
5 Year - 17.64%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Parag Parikh Flexi Cap Fund Regular-Growth
Standard Deviation 7.02% 11.09%
Sharp - 1.13%
Beta - 0.71%
Alpha - 2.62%

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Fund Managers

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Parag Parikh Flexi Cap Fund Regular-Growth
Name Piyush Baranwal Rajeev Thakkar
Total AUM ₹5379 Cr ₹0 Cr
Fund Manage 9 5
WhiteOak Capital Flexi Cap Fund Regular Plan Growth Parag Parikh Flexi Cap Fund Regular-Growth

Market Cap

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Parag Parikh Flexi Cap Fund Regular-Growth

Others 14.79 29.53
Large Cap 49.2 55.93
Mid Cap 8.16 7.2
Small Cap 27.82 7.37

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Parag Parikh Flexi Cap Fund Regular-Growth

Others -1.1 12.42
Financial 32.29 34.19
Insurance 0.94 -
Services 11.49 13.3
Metals & Mining 2.42 1.85
Technology 7.17 9.17
Energy 3.59 7.22
Materials 2.71 5.35
Construction 6.95 0
Capital Goods 9.92 0.02
Healthcare 7.22 3.66
Consumer Staples 7.16 5.68
Chemicals 1.23 -
Automobile 3.15 7.17
Consumer Discretionary 3.06 0
Communication 0.96 -6.9388939039072E-18
Textiles 0.81 -

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