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WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Tata Flexi Cap Fund compare

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tortoise-icon WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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tortoise-icon Tata Flexi Cap Fund -Regular Plan-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 Tata Flexi Cap Fund -Regular Plan-Growth
Fund WhiteOak Capital Flexi Cap Fund Regular Plan Growth Tata Flexi Cap Fund -Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4229 Cr ₹2886 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 02 Aug 2022 06 Sep 2018
Category Flexi Cap Flexi Cap
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 0.0% 69.17%
Expense Ratio 1.84 1.94
Manager Piyush Baranwal Amey Sathe
ISIN Code INF03VN01506 INF277K019K2
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 Tata Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Tata Flexi Cap Fund -Regular Plan-Growth
1 Month 6.81% 5.37%
6 Month -9.24% -9.84%
1 Year 11.31% 9.99%
3 Year - 13.25%
5 Year - 21.14%

SIP Return Analysis

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Tata Flexi Cap Fund -Regular Plan-Growth
6 Month -4.63% -2.41%
1 Year -4.08% -3.72%
3 Year - 14.33%
5 Year - 14.57%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Tata Flexi Cap Fund -Regular Plan-Growth
1 Year 33.05% 14.24%
3 Year - 15.51%
5 Year - 15.14%

Risk Management

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Tata Flexi Cap Fund -Regular Plan-Growth
Standard Deviation - 11.4%
Sharp - 0.47%
Beta - 0.8%
Alpha - 0.34%

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Fund Managers

Scheme Name WhiteOak Capital Flexi Cap Fund Regular Plan Growth Tata Flexi Cap Fund -Regular Plan-Growth
Name Piyush Baranwal Amey Sathe
Total AUM ₹5379 Cr ₹11910 Cr
Funds Managed 9 4
WhiteOak Capital Flexi Cap Fund Regular Plan Growth Tata Flexi Cap Fund -Regular Plan-Growth

Market Cap

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Tata Flexi Cap Fund -Regular Plan-Growth

Others 10.94 2.85
Large Cap 53.15 56.99
Small Cap 25.36 24.53
Mid Cap 10.55 15.63

Sector Allocation

Scheme Name

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

Tata Flexi Cap Fund -Regular Plan-Growth

Others 8.32 2.75
Energy 2.8 4.27
Technology 10.52 5.58
Consumer Cyclical 13.58 11.52
Healthcare 8.2 7.6
Industrials 11.4 7.54
Financial Services 29.48 38.78
Basic Materials 4.24 9.67
Consumer Defensive 2.92 9.99
Real Estate 2.95 0.93
Utilities 1.17 -
Communication Services 4.43 1.37

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