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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 | 6.67% | 8.49% |
| 6 Month | -6% | -3.02% |
| 1 Year | 12.53% | 12.22% |
| 3 Year | - | 13.33% |
| 5 Year | - | 19.9% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Flexi Cap Fund Regular Plan Growth | Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | -0.14% | 3.22% |
| 1 Year | -0.45% | 3.59% |
| 3 Year | - | 16.38% |
| 5 Year | - | 15.51% |
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 | - | 0.45% |
| Beta | - | 0.8% |
| Alpha | - | - |
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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 | 3.13 |
| Large Cap | 53.15 | 58.34 |
| Small Cap | 25.36 | 23.85 |
| Mid Cap | 10.55 | 14.68 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Flexi Cap Fund Regular Plan Growth |
Tata Flexi Cap Fund -Regular Plan-Growth |
|---|---|---|
| Others | 8.32 | 3.02 |
| Energy | 2.8 | 4.28 |
| Technology | 10.52 | 5.01 |
| Consumer Cyclical | 13.58 | 11.56 |
| Healthcare | 8.2 | 7.59 |
| Industrials | 11.4 | 7.26 |
| Financial Services | 29.48 | 40.02 |
| Basic Materials | 4.24 | 9.55 |
| Consumer Defensive | 2.92 | 9.62 |
| Real Estate | 2.95 | 0.75 |
| Utilities | 1.17 | - |
| Communication Services | 4.43 | 1.35 |
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