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 Risk | Very High Risk |
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 | -1.9% | -1.1% |
6 Month | -7.29% | -9.05% |
1 Year | 9% | 4.03% |
3 Year | - | 15.36% |
5 Year | - | 16.59% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
6 Month | - | - |
1 Year | -4.45% | -6.62% |
3 Year | - | 14.31% |
5 Year | - | 18.01% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Large Cap Fund Regular Plan Growth | HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
1 Year | 34.58% | 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 | - | 12.771% |
Sharp | - | 0.72% |
Beta | - | 0.945% |
Alpha | - | 2.354% |
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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 |
Fund Manage | 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 | 4.23 | 3.04 |
Small Cap | 8.44 | - |
Large Cap | 79.12 | 93.87 |
Mid Cap | 8.21 | 3.09 |
Sector Allocation
Scheme Name |
WhiteOak Capital Large Cap Fund Regular Plan Growth |
HDFC Large Cap Fund - Growth Option - Regular Plan |
---|---|---|
Others | 4.23 | 3.04 |
Realty | 2.4 | 0.67 |
Petroleum Products | 2.75 | 3.51 |
IT - Software | 7.98 | 7.8 |
Construction | 2.61 | 5.78 |
Finance | 7.3 | 1.7 |
Non - Ferrous Metals | 0.98 | 1.08 |
Banks | 23.19 | 31.14 |
Pharmaceuticals & Biotechnology | 5.03 | 6.12 |
Automobiles | 3.88 | 7.65 |
Electrical Equipment | 3.94 | 0.74 |
Cement & Cement Products | 1.17 | 1.4 |
Ferrous Metals | 0.99 | - |
Personal Products | 1.73 | 1.02 |
Insurance | 2 | 0.41 |
Beverages | 1.32 | 0.48 |
Healthcare Equipment & Supplies | 0.75 | - |
Oil | 0.96 | 0.77 |
Food Products | 3.01 | - |
Aerospace & Defense | 1.18 | - |
Consumer Durables | 1.83 | 2.56 |
Industrial Products | 0.36 | 0.22 |
Chemicals & Petrochemicals | 1.77 | 0.85 |
Capital Markets | 2.9 | - |
Telecom - Services | 3.76 | 5.27 |
Financial Technology (Fintech) | 0.45 | - |
Transport Services | 1.27 | - |
Retailing | 6.23 | 1.35 |
Household Products | 0.67 | - |
IT - Services | 0.59 | - |
Healthcare Services | 0.25 | 0.26 |
Power | 2.52 | 6.12 |
Diversified FMCG | - | 5.28 |
Agricultural Food & other Products | - | 1.36 |
Consumable Fuels | - | 3.42 |
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