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 | 6.44% | 6.08% |
6 Month | -3.93% | -5.97% |
1 Year | 11.68% | 7% |
3 Year | - | 13.71% |
5 Year | - | 21.49% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -2.98% | -3.04% |
1 Year | -7.07% | -9.96% |
3 Year | - | 11.61% |
5 Year | - | 13.7% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 33.98% | 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 |
Funds Managed | 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 | 10.71 | 3.04 |
Large Cap | 78.39 | 82.38 |
Mid Cap | 6.2 | 12.93 |
Small Cap | 4.7 | 1.65 |
Sector Allocation
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
Edelweiss Large Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.03 | 2.93 |
Energy | 3.69 | 5.35 |
Technology | 10.31 | 10.77 |
Consumer Cyclical | 12.77 | 11.32 |
Industrials | 8.83 | 7.1 |
Financial Services | 33.65 | 32.37 |
Basic Materials | 4 | 4.91 |
Healthcare | 5.81 | 10.76 |
Consumer Defensive | 3.02 | 7.04 |
Real Estate | 1.82 | - |
Utilities | 2.95 | 3.19 |
Communication Services | 5.13 | 4.26 |
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