WhiteOak Capital Large Cap Fund Regular Plan Growth vs Edelweiss Large Cap Fund compare

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tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

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tortoise-icon Edelweiss Large Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹553 Cr ₹974 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 2.36 2.21
Manager Piyush Baranwal Bhavesh Jain
ISIN Code INF03VN01662 INF754K01046
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Month 2.35% 1.93%
6 Month 19.65% 17.95%
1 Year 40.59% 37.29%
3 Year - 17.66%
5 Year - 20%

SIP Return Analysis

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 16.68% 14.75%
3 Year 25.7% 35.12%
5 Year 25.7% 65.16%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Year 24.23% 20.07%
3 Year 29.85% 49.84%
5 Year 29.85% 71.4%

Risk Management

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
Standard Deviation - 11.77%
Sharp - 0.98%
Beta - 0.9%
Alpha - 1.54%

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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 12.65 7.34
Large Cap 76.39 76.94
Mid Cap 4.85 14.95
Small Cap 6.12 0.71

Sector Allocation

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

Edelweiss Large Cap Fund - Regular Plan - Growth Option

Financial 35.63 30.96
Others -0.76 0.2
Insurance 1.45 0.69
Energy 6.3 10.26
Materials 2.29 2.55
Technology 7.26 7.42
Construction 4.53 4.52
Metals & Mining 2.52 3.1
Healthcare 4.3 8.37
Automobile 5.04 11.59
Capital Goods 8.17 5.33
Consumer Staples 7.44 6.17
Consumer Discretionary 2.87 0.42
Chemicals 1.55 1.44
Communication 2.28 3.41
Services 9.14 3.51

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