WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs SBI Flexicap Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Invest Now

tortoise-icon SBI Flexicap 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 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) ₹3596 Cr ₹22001 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 05 Aug 2022 05 Sep 2005
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 BSE 500
Turn Over 0.0% 55%
Expense Ratio 1.86 1.66
Manager Piyush Baranwal Pradeep Kesavan
ISIN Code INF03VN01506 INF200K01222
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 0.10% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Month -5.19% -5.43%
6 Month 9.54% 4.38%
1 Year 28.38% 21.25%
3 Year - 10.58%
5 Year - 15.53%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month - -
1 Year 24.81% 15.47%
3 Year - 17.52%
5 Year - 18.36%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year 36.23% 13%
3 Year - 12.88%
5 Year - 12.72%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
Standard Deviation 7.02% 10.98%
Sharp - 0.47%
Beta - 0.85%
Alpha - -2.14%

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 SBI Flexicap Fund - REGULAR PLAN -Growth Option
Name Piyush Baranwal Pradeep Kesavan
Total AUM ₹5379 Cr ₹434274 Cr
Fund Manage 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 14.79 10.57
Large Cap 49.2 51.67
Mid Cap 8.16 19.85
Small Cap 27.82 17.91

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

SBI Flexicap Fund - REGULAR PLAN -Growth Option

Others -1.1 10.57
Financial 32.29 -
Insurance 0.94 2.07
Services 11.49 -
Metals & Mining 2.42 -
Technology 7.17 -
Energy 3.59 -
Materials 2.71 -
Construction 6.95 3.6
Capital Goods 9.92 -
Healthcare 7.22 -
Consumer Staples 7.16 -
Chemicals 1.23 -
Automobile 3.15 -
Consumer Discretionary 3.06 -
Communication 0.96 -
Textiles 0.81 -
Petroleum Products - 6.64
IT - Software - 3.44
Ferrous Metals - 2.46
Finance - 4.28
Capital Markets - 1.62
Healthcare Services - 2.12
Diversified FMCG - 2.33
Agricultural Food & other Products - 0.19
Non - Ferrous Metals - 1.74
Banks - 18.44
Pharmaceuticals & Biotechnology - 1.16
Cement & Cement Products - 5.01
Consumer Durables - 4.98
Auto Components - 1.86
Fertilizers & Agrochemicals - 0.53
Chemicals & Petrochemicals - 0.35
Automobiles - 4.82
Personal Products - 1.79
Transport Services - 1.78
Industrial Products - 3.87
Telecom - Services - 2.5
Gas - 1.94
Electrical Equipment - 0.25
Leisure Services - 1.93
Household Products - 0.33
Retailing - 2
Power - 1.38
Industrial Manufacturing - 0.24
Beverages - 1.17
Entertainment - 0.56
Textiles & Apparels - 2.05

Top Comparisons

BANDHAN Money Manager Fund - Regular Plan - Growth BANDHAN Money Manager Fund - Regular Plan - Growth

3Y Returns5.79%

VS

UTI MMF - Regular Plan - Growth Option UTI MMF - Regular Plan - Growth Option

3Y Returns6.54%

Compare Now

BANDHAN Nifty 50 Index Fund - Regular Plan - Growth BANDHAN Nifty 50 Index Fund - Regular Plan - Growth

3Y Returns10.47%

VS

UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

3Y Returns16.68%

Compare Now

Tata Nifty Realty Index Fund - Regular (G) Tata Nifty Realty Index Fund - Regular (G)

3Y Returns0%

VS

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

3Y Returns19.36%

Compare Now

Nippon India Ultra Short Duration Fund- Growth Option Nippon India Ultra Short Duration Fund- Growth Option

3Y Returns6.04%

VS

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns6.33%

Compare Now
Request call back
Add to Cart Successfully