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

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WhiteOak Capital Flexi Cap Fund Regular Plan Growth

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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 Risk	Very High Risk
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

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Month	-4.07%	-2.29%
6 Month	-7.32%	-7.99%
1 Year	8.56%	8.11%
3 Year	-	12.5%
5 Year	-	13.65%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Tata Flexi Cap Fund -Regular Plan-Growth
6 Month	-	-
1 Year	-4.46%	-3.42%
3 Year	-	13.43%
5 Year	-	14.6%

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Tata Flexi Cap Fund -Regular Plan-Growth
1 Year	34.47%	14.24%
3 Year	-	15.51%
5 Year	-	15.14%

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	-	0.83%
Alpha	-	-0.76%

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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
Fund Manage	9	4
	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Tata Flexi Cap Fund -Regular Plan-Growth

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	4.76	5.31
Small Cap	30.27	27.61
Large Cap	51.08	47.99
Mid Cap	13.89	19.09

Scheme Name	WhiteOak Capital Flexi Cap Fund Regular Plan Growth	Tata Flexi Cap Fund -Regular Plan-Growth
Others	4.76	5.31
Realty	3.5	2.64
Petroleum Products	1.95	3.98
IT - Software	7.73	4.38
Construction	2.86	3.68
Finance	6.91	9
Electrical Equipment	4.36	-
Retailing	6.31	3.21
Pharmaceuticals & Biotechnology	4.55	6.3
Agricultural Food & other Products	0.03	-
Non - Ferrous Metals	0.41	-
Banks	16.06	22.27
Healthcare Services	1.78	1.75
Chemicals & Petrochemicals	1.62	-
Auto Components	1.5	2.14
Cement & Cement Products	1.06	4.62
Ferrous Metals	1	1.28
Consumer Durables	2.45	3.93
Leisure Services	0.93	0.97
Personal Products	1.64	2.81
Industrial Products	2.32	2.92
Automobiles	2.82	2.39
Insurance	2.28	2.82
Beverages	0.69	-
Healthcare Equipment & Supplies	1.41	-
IT - Services	1.18	-
Food Products	1.72	1.93
Aerospace & Defense	1.11	-
Oil	0.72	-
Textiles & Apparels	0.6	-
Capital Markets	7.23	2.17
Telecom - Services	2.9	1.29
Financial Technology (Fintech)	0.51	-
Diversified FMCG	0.21	2.27
Transport Services	0.7	0.5
Household Products	0.77	-
Power	0.69	-
Commercial Services & Supplies	0.47	1.13
Entertainment	0.26	-
Agricultural, Commercial & Construction Vehicles	-	1.74
Industrial Manufacturing	-	1.2
Transport Infrastructure	-	1.37