Which has the lower expense ratio, Navi Flexi Cap Fund - Direct Plan - Growth or WhiteOak Capital Flexi Cap Fund Direct Plan-Growth?

Navi Flexi Cap Fund - Direct Plan - Growth's expense ratio is 0.68% versus WhiteOak Capital Flexi Cap Fund Direct Plan-Growth's 0.62%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both Navi Flexi Cap Fund - Direct Plan - Growth and WhiteOak Capital Flexi Cap Fund Direct Plan-Growth?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

Navi Flexi Cap Fund - Direct Plan - Growth vs WhiteOak Capital Flexi Cap Fund Direct Plan-Growth

Q: Navi Flexi Cap Fund - Direct Plan - Growth vs WhiteOak Capital Flexi Cap Fund Direct Plan-Growth — which has given better returns?

Navi Flexi Cap Fund - Direct Plan - Growth has a 1-year return of 8.7% versus WhiteOak Capital Flexi Cap Fund Direct Plan-Growth's 4.28%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Side-by-side comparison of NAV, returns, expense ratio and star rating.

Navi Flexi Cap Fund - Direct Plan - Growth

Navi Mutual Fund

★★★★★

Equity · Flexi Cap Fund

WhiteOak Capital Flexi Cap Fund Direct Plan-Growth

WhiteOak Capital Mutual Fund

★★★★★

Equity · Flexi Cap Fund

Metric	Navi Flexi Cap Fund - ...	WhiteOak Capital Flexi...
NAV	₹28.71	₹19.03
Star Rating	★★★★★	★★★★
Expense Ratio	0.68%	0.62%
AUM	₹100,479 Cr	₹7,906 Cr
1M Return	+3.84%	+6.3%
3M Return	+18.49%	+13.85%
6M Return	+5.64%	+0.98%
1Y Return	+8.7%	+4.28%
3Y CAGR	+13.57%	+17.37%
5Y CAGR	+13.64%	—
Risk Level	—	—
Fund Manager	Prashant Jain	Ramesh Mantri

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