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WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs SBI Flexicap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
SBI Flexicap Fund - REGULAR PLAN -Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6003 Cr | ₹22504 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 02 Aug 2022 | 29 Sep 2005 |
| Category | Flexi Cap | Flexi Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE 500 TRI |
| Turn Over | 0.0% | 55% |
| Expense Ratio | 1.84 | 1.67 |
| Manager | Piyush Baranwal | Pradeep Kesavan |
| ISIN Code | INF03VN01506 | INF200K01222 |
| 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 | SBI Flexi Cap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Month | 4.59% | 4.07% |
| 6 Month | 9.61% | 7.9% |
| 1 Year | 7.29% | 4.96% |
| 3 Year | 19.25% | 13.51% |
| 5 Year | - | 18.52% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | 3.16% | 3.66% |
| 1 Year | 15.05% | 12.47% |
| 3 Year | 18.74% | 12.73% |
| 5 Year | - | 12.85% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 23.7% | 12.25% |
| 3 Year | 18.82% | 12.79% |
| 5 Year | - | 13.12% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | 12.45% | 10.98% |
| Sharp | 0.91% | 0.65% |
| Beta | 0.91% | 0.83% |
| Alpha | 2.85% | -1.38% |
Fund Managers
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Pradeep Kesavan |
| Total AUM | ₹5379 Cr | ₹434274 Cr |
| Funds Managed | 9 | 43 |
| WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 19.89 | 10.43 |
| Large Cap | 51.19 | 64.07 |
| Small Cap | 21.52 | 12.47 |
| Mid Cap | 7.4 | 13.04 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 7.3 | 3.17 |
| Communication Services | 5.35 | 5.35 |
| Energy | 3.12 | 4.81 |
| Financial Services | 30.74 | 37.44 |
| Technology | 7.62 | 6.09 |
| Basic Materials | 4.28 | 13.4 |
| Consumer Defensive | 2.95 | 1.03 |
| Healthcare | 7 | 1.87 |
| Industrials | 9.83 | 12.19 |
| Real Estate | 5.65 | - |
| Consumer Cyclical | 15.78 | 12.88 |
| Utilities | 0.39 | 1.77 |
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