WhiteOak Capital Large Cap Fund Regular Plan Growth vs HDFC Top 100 Fund compare
WhiteOak Capital Large Cap Fund Regular Plan Growth
HDFC Large Cap Fund - Growth Option - Regular Plan
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
Fund | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹698 Cr | ₹35673 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 01 Dec 2022 | 11 Oct 1996 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 100 | NIFTY 100 TRI |
Turn Over | 0.0% | 14.32% |
Expense Ratio | 2.31 | 1.62 |
Manager | Piyush Baranwal | Dhruv Muchhal |
ISIN Code | INF03VN01662 | INF179K01BE2 |
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 | HDFC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
1 Month | 6.24% | 5.3% |
6 Month | -9.18% | -10.59% |
1 Year | 8.22% | 3.5% |
3 Year | - | 14.9% |
5 Year | - | 26.31% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
6 Month | -2.93% | -1.96% |
1 Year | -3.21% | -5.41% |
3 Year | - | 14.97% |
5 Year | - | 17.91% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
1 Year | 33.98% | 17.4% |
3 Year | - | 15.42% |
5 Year | - | 14.9% |
Risk Management
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
Standard Deviation | - | 12.983% |
Sharp | - | 0.668% |
Beta | - | 0.929% |
Alpha | - | 3.112% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
Name | Piyush Baranwal | Dhruv Muchhal |
Total AUM | ₹5379 Cr | ₹520687 Cr |
Funds Managed | 9 | 40 |
WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
Market Cap
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
Others | 10.71 | 0.87 |
Large Cap | 78.39 | 93.11 |
Mid Cap | 6.2 | 6.03 |
Small Cap | 4.7 | - |
Sector Allocation
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
Others | 8.03 | 0.72 |
Energy | 3.69 | 7.89 |
Technology | 10.31 | 10.3 |
Consumer Cyclical | 12.77 | 12.29 |
Industrials | 8.83 | 8.81 |
Financial Services | 33.65 | 32.25 |
Basic Materials | 4 | 2.57 |
Healthcare | 5.81 | 6.18 |
Consumer Defensive | 3.02 | 7.96 |
Real Estate | 1.82 | 0.63 |
Utilities | 2.95 | 4.97 |
Communication Services | 5.13 | 5.44 |
Top Comparisons
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns25.79%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns27.45%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns6.69%
HSBC Arbitrage Fund - Regular Growth
3Y Returns6.4%
SBI Floating Rate Debt Fund - Regular Plan - Growth
3Y Returns7.08%
Nippon India Floating Rate Fund - Growth Plan-Growth Option
3Y Returns6.89%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns18.96%
Quant Large and Mid Cap Fund-Growth
3Y Returns15.62%