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

Link copied to clipboard!

tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

Invest Now

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

Invest Now

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) ₹635 Cr ₹1081 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 2.33 2.18
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 -4.01% -2.96%
6 Month -2.13% -5.08%
1 Year 16.35% 11.06%
3 Year - 13.36%
5 Year - 16.01%

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 9.85% 3.27%
3 Year - 17.3%
5 Year - 18.01%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth Edelweiss Large Cap Fund - Regular Plan - Growth Option
1 Year 35.27% 13.31%
3 Year - 13.29%
5 Year - 13.98%

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 - 0.85%
Beta - 0.91%
Alpha - 2.04%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 4.23 7.34
Small Cap 8.44 0.71
Large Cap 79.12 76.94
Mid Cap 8.21 14.95

Sector Allocation

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

Edelweiss Large Cap Fund - Regular Plan - Growth Option

Others 4.23 0.2
Realty 2.4 -
Petroleum Products 2.75 -
IT - Software 7.98 -
Construction 2.61 4.52
Finance 7.3 -
Non - Ferrous Metals 0.98 -
Banks 23.19 -
Pharmaceuticals & Biotechnology 5.03 -
Automobiles 3.88 -
Electrical Equipment 3.94 -
Cement & Cement Products 1.17 -
Ferrous Metals 0.99 -
Personal Products 1.73 -
Insurance 2 0.69
Beverages 1.32 -
Healthcare Equipment & Supplies 0.75 -
Oil 0.96 -
Food Products 3.01 -
Aerospace & Defense 1.18 -
Consumer Durables 1.83 -
Industrial Products 0.36 -
Chemicals & Petrochemicals 1.77 -
Capital Markets 2.9 -
Telecom - Services 3.76 -
Financial Technology (Fintech) 0.45 -
Transport Services 1.27 -
Retailing 6.23 -
Household Products 0.67 -
IT - Services 0.59 -
Healthcare Services 0.25 -
Power 2.52 -
Financial - 30.96
Capital Goods - 5.33
Healthcare - 8.37
Automobile - 11.59
Energy - 10.26
Technology - 7.42
Materials - 2.55
Consumer Staples - 6.17
Metals & Mining - 3.1
Services - 3.51
Consumer Discretionary - 0.42
Chemicals - 1.44
Communication - 3.41

Top Comparisons

Kotak Medium Term Fund - Growth Kotak Medium Term Fund - Growth

3Y Returns6.43%

VS

Nippon India Strategic Debt Fund - Growth Option Nippon India Strategic Debt Fund - Growth Option

3Y Returns6.14%

Compare Now

Kotak India EQ Contra Fund - Growth Kotak India EQ Contra Fund - Growth

3Y Returns18.37%

VS

SBI Contra Fund - Regular Plan -Growth SBI Contra Fund - Regular Plan -Growth

3Y Returns20.98%

Compare Now

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

3Y Returns10.86%

VS

Kotak Balanced Advantage Fund -Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option

3Y Returns10.73%

Compare Now

Canara Robeco Overnight Fund - Regular Plan - Growth Option Canara Robeco Overnight Fund - Regular Plan - Growth Option

3Y Returns6.05%

VS

Baroda BNP Paribas Overnight Fund - Regular Plan - Growth Baroda BNP Paribas Overnight Fund - Regular Plan - Growth

3Y Returns6.06%

Compare Now
Request call back
Add to Cart Successfully