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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 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.78 | 1.72 |
NAV | ₹17.37 | ₹62.23 |
Fund Started | 12 Jul 2022 | 07 Apr 2014 |
Fund Size | ₹5555.66 Cr | ₹13726.64 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
Min SIP Amount
₹100
₹500
Expense Ratio
1.78
1.72
NAV
₹17.37
₹62.23
Fund Started
12 Jul 2022
07 Apr 2014
Fund Size
₹5555.66 Cr
₹13726.64 Cr
Exit Load
Exit load of 1%, if redeemed within 1 month.
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 4.76% | 6.94% |
3 Year | 19.49% | 23.41% |
5 Year | - | 19.24% |
1 Year
4.76%
6.94%
3 Year
19.49%
23.41%
5 Year
-
19.24%
Holding Analysis
Equity | 93.99% | 93.26% |
Cash | 0.16% | 6.74% |
Equity
93.99%
93.26%
Cash
0.16%
6.74%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 9.50% |
HDFC Bank Ltd. | 7.66% |
Eternal Ltd. | 2.84% |
Mahindra & Mahindra Ltd. | 2.78% |
Bharti Airtel Ltd. | 2.53% |
Kotak Mahindra Bank Ltd. | 2.43% |
Reliance Industries Ltd. | 2.42% |
State Bank of India | 2.22% |
Bharat Electronics Ltd. | 2.19% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | 2.02% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.20% |
Polycab India Ltd. | 9.94% |
Dixon Technologies (India) Ltd. | 9.82% |
Kalyan Jewellers India Ltd. | 8.66% |
Persistent Systems Ltd. | 8.65% |
Trent Ltd. | 7.31% |
CG Power and Industrial Solutions Ltd. | 6.51% |
Siemens Energy India Ltd. | 5.90% |
Cholamandalam Investment and Finance Company Ltd. | 5.26% |
Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | 5.24% |
Fund Manager
Name | Trupti Agrawal | Ajay Khandelwal |
Start Date | 31 Aug 2023 | 16 Dec 2021 |
Name
Trupti Agrawal
Ajay Khandelwal
Start Date
31 Aug 2023
16 Dec 2021
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
