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

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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tortoise-icon SBI Flexicap 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 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 2.92% 3.38%
6 Month 19.14% 19.49%
1 Year 39.68% 28.06%
3 Year - 13.69%
5 Year - 18.69%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
6 Month - -
1 Year 14.94% 12.84%
3 Year 29.87% 29.03%
5 Year 29.87% 59.21%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth SBI Flexicap Fund - REGULAR PLAN -Growth Option
1 Year 24.43% 19.55%
3 Year 35% 46.21%
5 Year 35% 65.2%

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 - 0.69%
Beta - 0.83%
Alpha - -0.68%

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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

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