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Compare WhiteOak Capital Flexi Cap Fund vs Motilal Oswal Flexi Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.77 | 1.7 |
NAV | ₹17.88 | ₹61.72 |
Fund Started | 12 Jul 2022 | 07 Apr 2014 |
Fund Size | ₹6481.36 Cr | ₹14319.21 Cr |
Exit Load | Exit load of 1%, if redeemed within 1 month. | Exit load of 1%, if redeemed within 365 days. |
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.77
1.7
NAV
₹17.88
₹61.72
Fund Started
12 Jul 2022
07 Apr 2014
Fund Size
₹6481.36 Cr
₹14319.21 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 8.82% | 2.74% |
3 Year | 18.72% | 21.51% |
5 Year | - | 16.79% |
1 Year
8.82%
2.74%
3 Year
18.72%
21.51%
5 Year
-
16.79%
Holding Analysis
Equity | 94.05% | 89.28% |
Cash | 1.38% | 10.72% |
Equity
94.05%
89.28%
Cash
1.38%
10.72%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 8.46% |
HDFC Bank Ltd. | 7.43% |
Mahindra & Mahindra Ltd. | 2.83% |
Bharti Airtel Ltd. | 2.81% |
Eternal Ltd. | 2.76% |
State Bank of India | 2.74% |
Reliance Industries Ltd. | 2.62% |
Bharat Electronics Ltd. | 2.60% |
Kotak Mahindra Bank Ltd. | 2.46% |
Maruti Suzuki India Ltd. | 2.36% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 10.06% |
Eternal Ltd. | 8.88% |
Dixon Technologies (India) Ltd. | 8.66% |
Coforge Ltd. | 8.52% |
Kalyan Jewellers India Ltd. | 8.36% |
Polycab India Ltd. | 8.29% |
Trent Ltd. | 7.38% |
Cholamandalam Investment and Finance Company Ltd. | 6.96% |
CG Power and Industrial Solutions Ltd. | 6.17% |
Siemens Energy India Ltd. | 4.45% |
Fund Manager
Name | Trupti Agrawal | Ajay Khandelwal |
Start Date | 15 May 2024 | 25 Jul 2025 |
Name
Trupti Agrawal
Ajay Khandelwal
Start Date
15 May 2024
25 Jul 2025
About Fund
Description | The scheme seeks to generate long-term capital appreciation by investing predominately in equity & equity related instruments across the spectrum of various market capitalization. There is no assurance that the investment objective of the Scheme will be achieved. | The scheme seeks to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels. |
Launch Date | 12 Jul 2022 | 07 Apr 2014 |
Description
The scheme seeks to generate long-term capital appreciation by investing predominately in equity & equity related instruments across the spectrum of various market capitalization. There is no assurance that the investment objective of the Scheme will be achieved.
The scheme seeks to achieve long term capital appreciation by primarily investing in equity & equity related instruments across sectors and market-capitalization levels.
Launch Date
12 Jul 2022
07 Apr 2014