WhiteOak Capital Flexi Cap Fund Regular Plan Growth vs Tata Flexi Cap Fund compare
WhiteOak Capital Flexi Cap Fund Regular Plan Growth
Tata Flexi Cap Fund -Regular Plan-Growth
Chart Comparison
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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