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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) | ₹4229 Cr | ₹21593 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 | -3.44% | -4.81% |
| 6 Month | -12.44% | -13.49% |
| 1 Year | 9.93% | 4.19% |
| 3 Year | - | 9.86% |
| 5 Year | - | 17.25% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 6 Month | -9.21% | -9.21% |
| 1 Year | -12.22% | -15.58% |
| 3 Year | - | 8.02% |
| 5 Year | - | 12.06% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| 1 Year | 33.05% | 13.06% |
| 3 Year | - | 12.84% |
| 5 Year | - | 12.81% |
Risk Management
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Standard Deviation | - | 10.98% |
| Sharp | - | 0.29% |
| Beta | - | 0.85% |
| Alpha | - | -2.08% |
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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 |
| 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 | 10.94 | 14.01 |
| Large Cap | 53.15 | 50.99 |
| Small Cap | 25.36 | 17.74 |
| Mid Cap | 10.55 | 17.26 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
SBI Flexicap Fund - REGULAR PLAN -Growth Option |
|---|---|---|
| Others | 8.32 | 7.82 |
| Energy | 2.8 | 4.58 |
| Technology | 10.52 | 10.09 |
| Consumer Cyclical | 13.58 | 16.13 |
| Healthcare | 8.2 | 6.34 |
| Industrials | 11.4 | 7.5 |
| Financial Services | 29.48 | 27.7 |
| Basic Materials | 4.24 | 7.04 |
| Consumer Defensive | 2.92 | 4.84 |
| Real Estate | 2.95 | - |
| Utilities | 1.17 | 1.85 |
| Communication Services | 4.43 | 6.11 |
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