WhiteOak Capital Large Cap Fund Regular Plan Growth vs HDFC Top 100 Fund compare

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tortoise-icon WhiteOak Capital Large Cap Fund Regular Plan Growth

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tortoise-icon HDFC Top 100 Fund - Growth Option - Regular Plan

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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 HDFC Top 100 Fund - Growth Option - Regular Plan
Fund WhiteOak Capital Large Cap Fund Regular Plan Growth HDFC Top 100 Fund - Growth Option - Regular Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹553 Cr ₹35437 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 01 Dec 2022 01 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 2.36 1.61
Manager Piyush Baranwal Dhruv Muchhal
ISIN Code INF03VN01662 INF179K01BE2
Exits Load Exit load of 1%, if redeemed within 1 month./365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HDFC Top 100 Fund - Growth Option - Regular Plan
1 Month 2.35% 1.61%
6 Month 19.65% 15.94%
1 Year 40.59% 38.14%
3 Year - 21.82%
5 Year - 20.22%

SIP Return Analysis

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HDFC Top 100 Fund - Growth Option - Regular Plan
6 Month - -
1 Year 16.68% 14.2%
3 Year 25.7% 39.23%
5 Year 25.7% 74.22%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HDFC Top 100 Fund - Growth Option - Regular Plan
1 Year 24.23% 21.4%
3 Year 29.85% 56.83%
5 Year 29.85% 80%

Risk Management

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HDFC Top 100 Fund - Growth Option - Regular Plan
Standard Deviation - 12.11%
Sharp - 1.21%
Beta - 0.89%
Alpha - 4.74%

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Fund Managers

Scheme Name WhiteOak Capital Large Cap Fund Regular Plan Growth HDFC Top 100 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 Top 100 Fund - Growth Option - Regular Plan

Market Cap

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

HDFC Top 100 Fund - Growth Option - Regular Plan

Others 12.65 0.99
Large Cap 76.39 96.26
Mid Cap 4.85 2.75
Small Cap 6.12 -

Sector Allocation

Scheme Name

WhiteOak Capital Large Cap Fund Regular Plan Growth

HDFC Top 100 Fund - Growth Option - Regular Plan

Financial 35.63 -
Others -0.76 0.99
Insurance 1.45 0.39
Energy 6.3 -
Materials 2.29 -
Technology 7.26 -
Construction 4.53 5.64
Metals & Mining 2.52 -
Healthcare 4.3 -
Automobile 5.04 -
Capital Goods 8.17 -
Consumer Staples 7.44 -
Consumer Discretionary 2.87 -
Chemicals 1.55 -
Communication 2.28 -
Services 9.14 -
Petroleum Products - 6.22
Electrical Equipment - 0.84
IT - Software - 8.4
Personal Products - 1.17
Diversified FMCG - 4.83
Non - Ferrous Metals - 1.12
Banks - 31.49
Pharmaceuticals & Biotechnology - 5.62
Automobiles - 5.55
Aerospace & Defense - 1.71
Cement & Cement Products - 1.43
Ferrous Metals - 0.4
Finance - 2.47
Consumer Durables - 2.75
Agricultural Food & other Products - 1.44
Oil - 0.81
Realty - 0.17
Industrial Products - 0.26
Telecom - Services - 4.86
Healthcare Services - 0.39
Consumable Fuels - 3.68
Chemicals & Petrochemicals - 0.95
Power - 5.84
Retailing - 0.14
Beverages - 0.44

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