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WhiteOak Capital Large Cap Fund Regular Plan Growth vs Edelweiss Large Cap Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
Edelweiss Large Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹698 Cr | ₹1108 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 01 Dec 2022 | 20 May 2009 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 | NIFTY 100 TRI |
| Turn Over | 0.0% | 79% |
| Expense Ratio | 2.31 | 2.16 |
| Manager | Piyush Baranwal | Bhavesh Jain |
| ISIN Code | INF03VN01662 | INF754K01046 |
| Exits Load | WhiteOak Capital Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Edelweiss Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.27% | -2.95% |
| 6 Month | -10.12% | -12.14% |
| 1 Year | 5.94% | 0.94% |
| 3 Year | - | 13.37% |
| 5 Year | - | 17.22% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -8.05% | -8.5% |
| 1 Year | -11.66% | -14.78% |
| 3 Year | - | 10.38% |
| 5 Year | - | 13.44% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 34.58% | 13.43% |
| 3 Year | - | 13.33% |
| 5 Year | - | 14.04% |
Risk Management
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | - | 12.521% |
| Sharp | - | 0.582% |
| Beta | - | 0.937% |
| Alpha | - | 0.513% |
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Fund Managers
| Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Bhavesh Jain |
| Total AUM | ₹5379 Cr | ₹0 Cr |
| Fund Manage | 9 | 22 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 10.7063 | 3.04146 |
| Large Cap | 78.39248 | 82.37542 |
| Mid Cap | 6.20441 | 12.93435 |
| Small Cap | 4.69679 | 1.64874 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.02981 | 2.92876 |
| Energy | 3.68517 | 5.35054 |
| Technology | 10.31121 | 10.76566 |
| Consumer Cyclical | 12.77228 | 11.3222 |
| Industrials | 8.82589 | 7.10384 |
| Financial Services | 33.65132 | 32.37153 |
| Basic Materials | 4.00004 | 4.90877 |
| Healthcare | 5.80882 | 10.75653 |
| Consumer Defensive | 3.01559 | 7.03562 |
| Real Estate | 1.81535 | - |
| Utilities | 2.95128 | 3.19181 |
| Communication Services | 5.13322 | 4.26471 |
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